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

Whitaker Myers Wealth Managers, Ltd.

$459 Billion
Q3 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 39,615 shares of XLF stock, worth $2.08 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

39,615

Previous 25,502 55.34%

Holding current value

$2.08 Million

Previous $1.34 Billion 59.79%

% of portfolio

0.47%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$51.37 - $54.25 $724,984 - $765,630	14,113 Added 55.34%	39,615 $2.13 Billion
Q2 2025 Jul 07, 2025	BUY	$43.92 - $52.37 $202,383 - $241,320	4,608 Added 22.05%	25,502 $1.34 Billion
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

2,161

Shares Held

765M

Call Options Held

136M

Put Options Held

251M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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