Accurate Wealth Management, LLC Financial Sector Spdr Transaction History

Accurate Wealth Management, LLC

$486 Million
Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 135,693 shares of XLF stock, worth $6.43 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

135,693

Previous 137,293 1.17%

Holding current value

$6.43 Million

Previous $6.22 Million 5.4%

% of portfolio

1.35%

Previous 1.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$44.89 - $51.34 $71,824 - $82,144	-1,600 Reduced 1.17%	135,693 $6.56 Million
Q3 2024 Oct 17, 2024	BUY	$40.84 - $45.74 $5.14 Million - $5.75 Million	125,792 Added 1093.75%	137,293 $6.22 Million
Q2 2024 Jul 17, 2024	SELL	$39.59 - $42.49 $5.49 Million - $5.9 Million	-138,790 Reduced 92.35%	11,501 $472,000
Q1 2024 Apr 22, 2024	BUY	$37.27 - $42.12 $137,265 - $155,127	3,683 Added 2.51%	150,291 $6.33 Million
Q4 2023 Jan 12, 2024	BUY	$31.45 - $37.72 $4.61 Million - $5.53 Million	146,608 New	146,608 $5.51 Million
Q4 2022 Jan 11, 2023	BUY	$30.29 - $36.31 $54,158 - $64,922	1,788 New	1,788 $0
Q4 2021 Feb 08, 2022	SELL	$37.54 - $40.62 $1.35 Million - $1.46 Million	-35,968 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$35.11 - $39.0 $4.15 Million - $4.61 Million	-118,234 Reduced 76.67%	35,968 $1.35 Million
Q2 2021 Aug 25, 2021	BUY	$34.47 - $38.47 $5.32 Million - $5.93 Million	154,202 New	154,202 $5.66 Million

Others Institutions Holding XLF

# of Institutions

2,045

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Account

Accurate Wealth Management, LLC Financial Sector Spdr Transaction History