Wt Wealth Management Financial Sector Spdr Transaction History

Wt Wealth Management

$240 Million
Q4 2023

A detailed history of Wt Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Wt Wealth Management holds 87,724 shares of XLF stock, worth $3.66 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

87,724

Holding current value

$3.66 Million

% of portfolio

1.38%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$31.45 - $37.72 $2.76 Million - $3.31 Million	87,724 New	87,724 $3.3 Million
Q2 2022 Jul 26, 2022	BUY	N/A	1,355 Added 1.94%	71,092 $2.24 Million
Q1 2022 May 06, 2022	SELL	N/A	-2,660 Reduced 3.67%	69,737 $2.67 Million
Q4 2021 Jan 19, 2022	BUY	N/A	23,535 Added 48.17%	72,397 $2.83 Million
Q3 2021 Oct 15, 2021	BUY	N/A	10,435 Added 27.16%	48,862 $1.83 Million

Q2 2021 Jul 19, 2021	BUY	N/A	17,249 Added 81.45%	38,427 $1.41 Million
Q1 2021 Apr 29, 2021	BUY	N/A	21,178 New	21,178 $721,000
Q1 2020 May 13, 2020	SELL	N/A	-25,339 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	N/A	1,659 Added 7.01%	25,339 $779,000
Q3 2019 Nov 06, 2019	BUY	N/A	23,680 New	23,680 $663,000

Others Institutions Holding XLF

# of Institutions

1,723

Shares Held

701M

Call Options Held

167M

Put Options Held

296M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Wt Wealth Management Financial Sector Spdr Transaction History