Western Wealth Management, LLC Financial Sector Spdr Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Western Wealth Management, LLC holds 109,479 shares of XLF stock, worth $4.55 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
109,479
Previous 108,510 0.89%
Holding current value
$4.55 Million
Previous $4.08 Million 13.04%
% of portfolio
0.36%
Previous 0.3%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$37.27 - $42.12 $36,114 - $40,814
969 Added 0.89%
109,479 $4.61 Million
Q4 2023

Jan 31, 2024
BUY
$31.45 - $37.72 $572,673 - $686,843
18,209 Added 20.16%
108,510 $4.08 Million
Q3 2023

Nov 07, 2023
BUY
$33.17 - $35.6 $28,526 - $30,616
860 Added 0.96%
90,301 $3 Million
Q2 2023

Aug 30, 2023
BUY
$31.55 - $33.71 $111,213 - $118,827
3,525 Added 4.1%
89,441 $3.02 Million
Q1 2023

Aug 30, 2023
BUY
$30.98 - $37.0 $220,670 - $263,551
7,123 Added 9.04%
85,916 $2.76 Million
Q4 2022

Feb 02, 2023
SELL
$33.4 - $36.31 $2.63 Million - $2.86 Million
-78,680 Reduced 49.96%
78,793 $2.69 Million
Q3 2022

Nov 04, 2022
SELL
N/A
-16,692 Reduced 9.58%
157,473 $4.78 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-40,664 Reduced 18.93%
174,165 $5.49 Million
Q1 2022

May 10, 2022
BUY
N/A
125,344 Added 140.07%
214,829 $8.23 Million
Q4 2021

Feb 14, 2022
BUY
N/A
19,670 Added 28.17%
89,485 $3.5 Million
Q2 2021

Aug 09, 2021
BUY
N/A
25,157 Added 56.33%
69,815 $2.57 Million
Q1 2021

May 14, 2021
BUY
N/A
10,831 Added 32.02%
44,658 $1.52 Million
Q4 2020

Feb 10, 2021
SELL
N/A
-2,379 Reduced 6.57%
33,827 $997,000
Q3 2020

Oct 27, 2020
SELL
N/A
-3,560 Reduced 8.95%
36,206 $872,000
Q2 2020

Jul 20, 2020
SELL
N/A
-6,635 Reduced 14.3%
39,766 $920,000
Q1 2020

Apr 27, 2020
SELL
N/A
-14,671 Reduced 24.02%
46,401 $961,000
Q4 2019

Feb 10, 2020
SELL
N/A
-4,731 Reduced 7.19%
61,072 $1.88 Million
Q3 2019

Nov 08, 2019
SELL
N/A
-780 Reduced 1.17%
65,803 $1.77 Million
Q2 2019

Aug 06, 2019
BUY
N/A
1,736 Added 2.68%
66,583 $1.85 Million
Q1 2019

May 10, 2019
SELL
N/A
-7,212 Reduced 10.01%
64,847 $1.67 Million
Q4 2018

Feb 15, 2019
BUY
N/A
72,059 New
72,059 $1.72 Million

Others Institutions Holding XLF

# of Institutions
1,724
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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