Wilbanks Smith & Thomas Asset Management LLC Financial Sector Spdr Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 14,309 shares of XLF stock, worth $750,936. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,309

Previous 15,061 4.99%

Holding current value

$750,936

Previous $566,000 6.36%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$37.27 - $42.12 $28,027 - $31,674	-752 Reduced 4.99%	14,309 $602,000
Q4 2023 Feb 06, 2024	BUY	$31.45 - $37.72 $188 - $226	6 Added 0.04%	15,061 $566,000
Q3 2023 Nov 06, 2023	BUY	$33.17 - $35.6 $165 - $178	5 Added 0.03%	15,055 $499,000
Q2 2023 Aug 08, 2023	SELL	$31.55 - $33.71 $14,544 - $15,540	-461 Reduced 2.97%	15,050 $507,000
Q1 2023 May 05, 2023	BUY	$30.98 - $37.0 $57,343 - $68,487	1,851 Added 13.55%	15,511 $498,000
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $413,761 - $495,994	13,660 New	13,660 $467,000
Q4 2018 Feb 08, 2019	SELL	N/A	-2,345 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	2,345 New	2,345 $65,000

Others Institutions Holding XLF

# of Institutions

2,108

Shares Held

792M

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Wilbanks Smith & Thomas Asset Management LLC Financial Sector Spdr Transaction History