Xcel Wealth Management, LLC Financial Sector Spdr Transaction History

Xcel Wealth Management, LLC

  • $338 Million
  • Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 26,438 shares of XLF stock, worth $1.36 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
26,438
Previous 26,988 2.04%
Holding current value
$1.36 Million
Previous $1.11 Million 8.03%
% of portfolio
0.35%
Previous 0.35%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$40.84 - $45.74 $22,462 - $25,157
-550 Reduced 2.04%
26,438 $1.2 Million
Q4 2023

Jan 29, 2024
BUY
$31.45 - $37.72 $62,900 - $75,440
2,000 Added 8.0%
26,988 $1.01 Million
Q3 2023

Oct 17, 2023
SELL
$33.17 - $35.6 $31,577 - $33,891
-952 Reduced 3.67%
24,988 $828,000
Q1 2023

Apr 25, 2023
BUY
$30.98 - $37.0 $79,556 - $95,016
2,568 Added 10.99%
25,940 $833,000
Q1 2022

Apr 29, 2022
BUY
$35.66 - $41.42 $226,440 - $263,017
6,350 Added 37.3%
23,372 $896,000
Q4 2021

Feb 03, 2022
SELL
$37.54 - $40.62 $4,317 - $4,671
-115 Reduced 0.67%
17,022 $665,000
Q3 2021

Oct 21, 2021
BUY
$35.11 - $39.0 $3,616 - $4,017
103 Added 0.6%
17,137 $643,000
Q2 2021

Jul 15, 2021
BUY
$34.47 - $38.47 $10,789 - $12,041
313 Added 1.87%
17,034 $625,000
Q1 2021

Apr 15, 2021
BUY
$28.95 - $34.77 $15,835 - $19,019
547 Added 3.38%
16,721 $569,000
Q4 2020

Jan 13, 2021
BUY
$23.61 - $29.48 $1,251 - $1,562
53 Added 0.33%
16,174 $476,000
Q4 2019

Jan 09, 2020
BUY
$26.78 - $30.94 $12,586 - $14,541
470 Added 3.0%
16,121 $496,000
Q4 2018

Nov 12, 2019
BUY
N/A
15,651 New
15,651 $372,000

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

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