Xcel Wealth Management, LLC Financial Sector Spdr Transaction History

Xcel Wealth Management, LLC

$314 Million
Q1 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 26,988 shares of XLF stock, worth $1.12 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

26,988

Previous 26,988 -0.0%

Holding current value

$1.12 Million

Previous $1.01 Million 12.03%

% of portfolio

0.36%

Previous 0.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	6,350 Added 37.3%	23,372 $896,000
Q4 2021 Feb 03, 2022	SELL	N/A	-115 Reduced 0.67%	17,022 $665,000

Q3 2021 Oct 21, 2021	BUY	N/A	103 Added 0.6%	17,137 $643,000
Q2 2021 Jul 15, 2021	BUY	N/A	313 Added 1.87%	17,034 $625,000
Q1 2021 Apr 15, 2021	BUY	N/A	547 Added 3.38%	16,721 $569,000
Q4 2020 Jan 13, 2021	BUY	N/A	53 Added 0.33%	16,174 $476,000
Q4 2019 Jan 09, 2020	BUY	N/A	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

1,723

Shares Held

701M

Call Options Held

167M

Put Options Held

296M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Xcel Wealth Management, LLC Financial Sector Spdr Transaction History