Wt Wealth Management Financial Sector Spdr Transaction History

Wt Wealth Management

$300 Million
Q1 2025

A detailed history of Wt Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Wt Wealth Management holds 153,891 shares of XLF stock, worth $7.99 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

153,891

Previous 86,268 78.39%

Holding current value

$7.99 Million

Previous $4.17 Million 83.86%

% of portfolio

2.55%

Previous 1.35%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$47.32 - $52.19 $3.2 Million - $3.53 Million	67,623 Added 78.39%	153,891 $7.67 Million
Q4 2024 Feb 04, 2025	BUY	$44.89 - $51.34 $97,141 - $111,099	2,164 Added 2.57%	86,268 $4.17 Million
Q3 2024 Oct 21, 2024	SELL	$40.84 - $45.74 $181,166 - $202,902	-4,436 Reduced 5.01%	84,104 $3.81 Million
Q2 2024 Oct 21, 2024	SELL	$39.59 - $42.49 $75,181 - $80,688	-1,899 Reduced 2.1%	88,540 $3.64 Million
Q1 2024 Oct 21, 2024	BUY	$37.27 - $42.12 $101,188 - $114,355	2,715 Added 3.09%	90,439 $3.81 Million
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	$30.84 - $38.22 $41,788 - $51,788	1,355 Added 1.94%	71,092 $2.24 Million
Q1 2022 May 06, 2022	SELL	$35.66 - $41.42 $94,855 - $110,177	-2,660 Reduced 3.67%	69,737 $2.67 Million
Q4 2021 Jan 19, 2022	BUY	$37.54 - $40.62 $883,503 - $955,991	23,535 Added 48.17%	72,397 $2.83 Million
Q3 2021 Oct 15, 2021	BUY	$35.11 - $39.0 $366,372 - $406,965	10,435 Added 27.16%	48,862 $1.83 Million
Q2 2021 Jul 19, 2021	BUY	$34.47 - $38.47 $594,573 - $663,569	17,249 Added 81.45%	38,427 $1.41 Million
Q1 2021 Apr 29, 2021	BUY	$28.95 - $34.77 $613,103 - $736,359	21,178 New	21,178 $721,000
Q1 2020 May 13, 2020	SELL	$17.66 - $31.17 $447,486 - $789,816	-25,339 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$26.78 - $30.94 $44,428 - $51,329	1,659 Added 7.01%	25,339 $779,000
Q3 2019 Nov 06, 2019	BUY	$27.86 - $28.52 $659,724 - $675,353	23,680 New	23,680 $663,000

Others Institutions Holding XLF

# of Institutions

2,123

Shares Held

993M

Call Options Held

181M

Put Options Held

247M

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