Wharton Business Group, LLC Financial Sector Spdr Transaction History

Wharton Business Group, LLC

  • $2.37 Billion
  • Q2 2025

A detailed history of Wharton Business Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wharton Business Group, LLC holds 420,672 shares of XLF stock, worth $22.4 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
420,672
Previous 424,023 0.79%
Holding current value
$22.4 Million
Previous $21.1 Million 4.31%
% of portfolio
0.93%
Previous 0.96%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$43.92 - $52.37 $147,175 - $175,491
-3,351 Reduced 0.79%
420,672 $22 Million
Q1 2025

May 09, 2025
BUY
$47.32 - $52.19 $120,902 - $133,345
2,555 Added 0.61%
424,023 $21.1 Million
Q4 2024

Feb 04, 2025
SELL
$44.89 - $51.34 $369,444 - $422,528
-8,230 Reduced 1.92%
421,468 $20.4 Million
Q3 2024

Nov 07, 2024
SELL
$40.84 - $45.74 $51,254 - $57,403
-1,255 Reduced 0.29%
429,698 $19.5 Million
Q2 2024

Aug 12, 2024
SELL
$39.59 - $42.49 $124,906 - $134,055
-3,155 Reduced 0.73%
430,953 $17.7 Million
Q1 2024

May 13, 2024
SELL
$37.27 - $42.12 $3.19 Million - $3.6 Million
-85,480 Reduced 16.45%
434,108 $18.3 Million
Q4 2023

Feb 07, 2024
BUY
$31.45 - $37.72 $2.98 Million - $3.57 Million
94,690 Added 22.29%
519,588 $19.5 Million
Q3 2023

Nov 06, 2023
BUY
$33.17 - $35.6 $8.7 Million - $9.34 Million
262,405 Added 161.49%
424,898 $14.1 Million
Q2 2023

Aug 07, 2023
BUY
$31.55 - $33.71 $2,208 - $2,359
70 Added 0.04%
162,493 $5.48 Million
Q1 2023

May 04, 2023
SELL
$30.98 - $37.0 $3.5 Million - $4.18 Million
-112,920 Reduced 41.01%
162,423 $5.22 Million
Q4 2022

Feb 13, 2023
BUY
$30.29 - $36.31 $3.44 Million - $4.12 Million
113,455 Added 70.08%
275,343 $9.42 Million
Q3 2022

Oct 31, 2022
SELL
$30.36 - $35.81 $455 - $537
-15 Reduced 0.01%
161,888 $4.91 Million
Q2 2022

Aug 09, 2022
SELL
$30.84 - $38.22 $83,113 - $103,002
-2,695 Reduced 1.64%
161,903 $5.09 Million
Q1 2022

May 18, 2022
BUY
$35.66 - $41.42 $10,341 - $12,011
290 Added 0.18%
164,598 $6.31 Million
Q4 2021

Feb 10, 2022
BUY
$37.54 - $40.62 $753,052 - $814,837
20,060 Added 13.91%
164,308 $6.42 Million
Q3 2021

Nov 09, 2021
BUY
$35.11 - $39.0 $1.4 Million - $1.55 Million
39,860 Added 38.18%
144,248 $5.41 Million
Q2 2021

Aug 11, 2021
BUY
$34.47 - $38.47 $457,072 - $510,112
13,260 Added 14.55%
104,388 $3.83 Million
Q1 2021

May 10, 2021
BUY
$28.95 - $34.77 $761,674 - $914,798
26,310 Added 40.59%
91,128 $3.1 Million
Q4 2020

Feb 11, 2021
SELL
$23.61 - $29.48 $15,700 - $19,604
-665 Reduced 1.02%
64,818 $1.91 Million
Q3 2020

Nov 06, 2020
BUY
$22.68 - $25.49 $12,814 - $14,401
565 Added 0.87%
65,483 $1.58 Million
Q2 2020

Aug 11, 2020
BUY
$19.55 - $26.74 $181,815 - $248,682
9,300 Added 16.72%
64,918 $1.5 Million
Q1 2020

Apr 27, 2020
SELL
$17.66 - $31.17 $51,567 - $91,016
-2,920 Reduced 4.99%
55,618 $1.16 Million
Q4 2019

Feb 04, 2020
SELL
$26.78 - $30.94 $57,978 - $66,985
-2,165 Reduced 3.57%
58,538 $1.8 Million
Q3 2019

Oct 30, 2019
BUY
$27.86 - $28.52 $134,145 - $137,323
4,815 Added 8.62%
60,703 $1.7 Million
Q2 2019

Aug 08, 2019
BUY
N/A
2,380 Added 4.45%
55,888 $1.54 Million
Q1 2019

May 01, 2019
BUY
N/A
3,285 Added 6.54%
53,508 $1.38 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-900 Reduced 1.76%
50,223 $1.2 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-1,060 Reduced 2.03%
51,123 $1.41 Million
Q2 2018

Aug 09, 2018
BUY
N/A
905 Added 1.76%
52,183 $1.39 Million
Q1 2018

May 03, 2018
BUY
N/A
2,466 Added 5.05%
51,278 $1.41 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-1,150 Reduced 2.3%
48,812 $1.36 Million
Q3 2017

Nov 02, 2017
BUY
N/A
49,962
49,962 $1.29 Million

Others Institutions Holding XLF

# of Institutions
2,140
Shares Held
987M
Call Options Held
156M
Put Options Held
261M
View Full List

About FINANCIAL SECTOR SPDR

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