A detailed history of Wellington Wealth Strategies, Llc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 4,564 shares of XLF stock, worth $223,590. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,564
Holding current value
$223,590
% of portfolio
0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$40.84 - $45.74 $186,393 - $208,757
4,564 New
4,564 $212 Million
Q1 2024

May 14, 2024

SELL
$37.27 - $42.12 $357,270 - $403,762
-9,586 Reduced 65.25%
5,105 $215 Million
Q4 2020

Feb 14, 2024

BUY
$23.61 - $29.48 $346,854 - $433,090
14,691 New
14,691 $552 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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