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 25,460 shares of XLF stock, worth $1.23 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
25,460
Previous 23,403 8.79%
Holding current value
$1.23 Million
Previous $962 Million 19.93%
% of portfolio
0.38%
Previous 0.36%

Shares

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

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.