A detailed history of Channel Wealth LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Channel Wealth LLC holds 10,302 shares of XLF stock, worth $479,867. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,302
Previous 9,372 9.92%
Holding current value
$479,867
Previous $385 Million 21.18%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Oct 31, 2024

BUY
$40.84 - $45.74 $37,981 - $42,538
930 Added 9.92%
10,302 $467 Million
Q2 2024

Aug 05, 2024

SELL
$39.59 - $42.49 $3,959 - $4,249
-100 Reduced 1.06%
9,372 $385 Million
Q1 2024

Apr 12, 2024

BUY
$37.27 - $42.12 $29,853 - $33,738
801 Added 9.24%
9,472 $399 Million
Q4 2023

Jan 08, 2024

SELL
$31.45 - $37.72 $78,153 - $93,734
-2,485 Reduced 22.28%
8,671 $326 Million
Q3 2023

Oct 24, 2023

BUY
$33.17 - $35.6 $93,439 - $100,285
2,817 Added 33.78%
11,156 $370 Million
Q2 2023

Jul 26, 2023

SELL
$31.55 - $33.71 $6,941 - $7,416
-220 Reduced 2.57%
8,339 $281 Million
Q1 2023

Apr 27, 2023

BUY
$30.98 - $37.0 $265,157 - $316,683
8,559 New
8,559 $275 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Channel Wealth LLC Portfolio

Follow Channel Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Channel Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Channel Wealth LLC with notifications on news.