Wetherby Asset Management Inc Financial Sector Spdr Transaction History

Wetherby Asset Management Inc

$2.19 Billion
Q2 2025

A detailed history of Wetherby Asset Management Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Wetherby Asset Management Inc holds 6,085 shares of XLF stock, worth $314,959. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,085

Previous 5,940 2.44%

Holding current value

$314,959

Previous $287,000 10.8%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$43.92 - $52.37 $6,368 - $7,593	145 Added 2.44%	6,085 $318,000
Q4 2023 Feb 14, 2024	BUY	$31.45 - $37.72 $186,813 - $224,056	5,940 New	5,940 $223,000
Q2 2023 Aug 14, 2023	BUY	$31.55 - $33.71 $187,407 - $200,237	5,940 New	5,940 $200,000
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $186,646 - $223,742	6,162 New	6,162 $210,000
Q2 2022 Aug 15, 2022	SELL	$30.84 - $38.22 $172,919 - $214,299	-5,607 Reduced 44.59%	6,968 $219,000
Q1 2022 May 16, 2022	SELL	$35.66 - $41.42 $352,891 - $409,892	-9,896 Reduced 44.04%	12,575 $482,000
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $52,668 - $56,989	1,403 Added 6.66%	22,471 $878,000
Q3 2021 Nov 15, 2021	BUY	$35.11 - $39.0 $62,601 - $69,537	1,783 Added 9.25%	21,068 $791,000
Q2 2021 Aug 16, 2021	BUY	$34.47 - $38.47 $437,424 - $488,184	12,690 Added 192.42%	19,285 $708,000
Q1 2021 May 14, 2021	SELL	$28.95 - $34.77 $211,479 - $253,994	-7,305 Reduced 52.55%	6,595 $225,000
Q4 2020 Feb 11, 2021	BUY	$23.61 - $29.48 $10,860 - $13,560	460 Added 3.42%	13,900 $409,000
Q3 2020 Nov 13, 2020	BUY	$22.68 - $25.49 $304,819 - $342,585	13,440 New	13,440 $324,000
Q1 2020 May 06, 2020	SELL	$17.66 - $31.17 $116,467 - $205,566	-6,595 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$26.78 - $30.94 $176,614 - $204,049	6,595 New	6,595 $203,000
Q4 2018 Jan 30, 2019	SELL	N/A	-7,718 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	N/A	7,718 New	7,718 $213,000
Q1 2018 May 04, 2018	SELL	N/A	-8,127 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	8,127	8,127 $210,000

Others Institutions Holding XLF

# of Institutions

2,152

Shares Held

760M

Call Options Held

156M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Wetherby Asset Management Inc Financial Sector Spdr Transaction History