Winch Advisory Services, LLC Financial Sector Spdr Transaction History

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,899 shares of XLF stock, worth $97,380. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,899
Previous 1,872 1.44%
Holding current value
$97,380
Previous $84,000 8.33%
% of portfolio
0.03%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$44.89 - $51.34 $1,212 - $1,386
27 Added 1.44%
1,899 $91,000
Q3 2024

Oct 21, 2024
BUY
$40.84 - $45.74 $285 - $320
7 Added 0.38%
1,872 $84,000
Q2 2024

Jul 31, 2024
BUY
$39.59 - $42.49 $316 - $339
8 Added 0.43%
1,865 $76,000
Q1 2024

May 14, 2024
BUY
$37.27 - $42.12 $223 - $252
6 Added 0.32%
1,857 $78,000
Q4 2023

Jan 18, 2024
BUY
$31.45 - $37.72 $314 - $377
10 Added 0.54%
1,851 $69,000
Q3 2023

Nov 06, 2023
BUY
$33.17 - $35.6 $265 - $284
8 Added 0.44%
1,841 $61,000
Q2 2023

Aug 08, 2023
BUY
$31.55 - $33.71 $252 - $269
8 Added 0.44%
1,833 $62,000
Q1 2023

May 10, 2023
BUY
$30.98 - $37.0 $278 - $333
9 Added 0.5%
1,825 $59,000
Q4 2022

Jan 26, 2023
BUY
$30.29 - $36.31 $333 - $399
11 Added 0.61%
1,816 $62,000
Q3 2022

Oct 31, 2022
BUY
$30.36 - $35.81 $303 - $358
10 Added 0.56%
1,805 $55,000
Q2 2022

Aug 12, 2022
BUY
$30.84 - $38.22 $277 - $343
9 Added 0.5%
1,795 $56,000
Q1 2022

Apr 26, 2022
BUY
$35.66 - $41.42 $8,736 - $10,147
245 Added 15.9%
1,786 $68,000
Q4 2021

Feb 04, 2022
BUY
$37.54 - $40.62 $300 - $324
8 Added 0.52%
1,541 $60,000
Q3 2021

Nov 10, 2021
BUY
$35.11 - $39.0 $210 - $234
6 Added 0.39%
1,533 $58,000
Q2 2021

Aug 05, 2021
BUY
$34.47 - $38.47 $206 - $230
6 Added 0.39%
1,527 $56,000
Q1 2021

May 03, 2021
BUY
$28.95 - $34.77 $1,997 - $2,399
69 Added 4.75%
1,521 $52,000
Q4 2020

Feb 09, 2021
BUY
$23.61 - $29.48 $165 - $206
7 Added 0.48%
1,452 $43,000
Q3 2020

Nov 04, 2020
BUY
$22.68 - $25.49 $204 - $229
9 Added 0.63%
1,445 $35,000
Q2 2020

Aug 12, 2020
BUY
$19.55 - $26.74 $175 - $240
9 Added 0.63%
1,436 $33,000
Q1 2020

May 13, 2020
BUY
$17.66 - $31.17 $194 - $342
11 Added 0.78%
1,427 $30,000
Q4 2019

Feb 12, 2020
BUY
$26.78 - $30.94 $187 - $216
7 Added 0.5%
1,416 $44,000
Q3 2019

Nov 13, 2019
SELL
$27.86 - $28.52 $14,932 - $15,286
-536 Reduced 27.56%
1,409 $39,000
Q2 2019

Aug 07, 2019
SELL
N/A
-206 Reduced 9.58%
1,945 $54,000
Q1 2019

May 13, 2019
BUY
N/A
702 Added 48.45%
2,151 $55,000
Q4 2018

Feb 05, 2019
BUY
N/A
280 Added 23.95%
1,449 $35,000
Q3 2018

Nov 13, 2018
SELL
N/A
-3,583 Reduced 75.4%
1,169 $32,000
Q2 2018

Aug 13, 2018
SELL
N/A
-199,646 Reduced 97.68%
4,752 $126,000
Q1 2018

May 11, 2018
BUY
N/A
7,809 Added 3.97%
204,398 $5.64 Million
Q4 2017

Feb 13, 2018
BUY
N/A
2,130 Added 1.1%
196,589 $5.49 Million
Q3 2017

Nov 13, 2017
BUY
N/A
194,459
194,459 $5.03 Million

Others Institutions Holding XLF

# of Institutions
1,897
Shares Held
708M
Call Options Held
160M
Put Options Held
323M
View Full List

About FINANCIAL SECTOR SPDR

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