Whitaker Myers Wealth Managers, Ltd. Financial Sector Spdr Transaction History

Whitaker Myers Wealth Managers, Ltd.

  • $357 Billion
  • Q1 2025

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Financial Sector Spdr stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 20,894 shares of XLF stock, worth $1.02 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
20,894
Previous 17,331 20.56%
Holding current value
$1.02 Million
Previous $838 Million 24.25%
% of portfolio
0.29%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$47.32 - $52.19 $168,601 - $185,952
3,563 Added 20.56%
20,894 $1.04 Billion
Q4 2024

Jan 15, 2025
SELL
$44.89 - $51.34 $364,910 - $417,342
-8,129 Reduced 31.93%
17,331 $838 Million
Q3 2024

Oct 18, 2024
BUY
$40.84 - $45.74 $84,007 - $94,087
2,057 Added 8.79%
25,460 $1.15 Billion
Q2 2024

Jul 26, 2024
BUY
$39.59 - $42.49 $129,459 - $138,942
3,270 Added 16.24%
23,403 $962 Million
Q1 2024

Apr 12, 2024
BUY
$37.27 - $42.12 $750,356 - $848,001
20,133 New
20,133 $848 Million

Others Institutions Holding XLF

# of Institutions
2,088
Shares Held
772M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

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