Winch Advisory Services, LLC Financial Sector Spdr Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 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 1,872 shares of XLF stock, worth $95,958. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,872

Previous 1,865 0.38%

Holding current value

$95,958

Previous $76,000 10.53%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,840

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Winch Advisory Services, LLC Financial Sector Spdr Transaction History