Affinity Wealth Management LLC Financial Sector Spdr Transaction History

Affinity Wealth Management LLC

$658 Million
Q4 2025

A detailed history of Affinity Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Affinity Wealth Management LLC holds 663,804 shares of XLF stock, worth $34.8 Million. This represents 5.29% of its overall portfolio holdings.

Number of Shares

663,804

Previous 654,626 1.4%

Holding current value

$34.8 Million

Previous $35.3 Million 1.27%

% of portfolio

5.29%

Previous 5.73%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$51.76 - $53.77 $475,053 - $493,501	9,178 Added 1.4%	663,804 $34.8 Million
Q3 2025 Nov 06, 2025	BUY	$51.37 - $54.25 $254,486 - $268,754	4,954 Added 0.76%	654,626 $35.3 Million
Q2 2025 Jul 15, 2025	SELL	$43.92 - $52.37 $145,463 - $173,449	-3,312 Reduced 0.51%	649,672 $34 Million
Q1 2025 Apr 11, 2025	BUY	$47.32 - $52.19 $656,943 - $724,553	13,883 Added 2.17%	652,984 $32.1 Million
Q4 2024 Jan 21, 2025	BUY	$44.89 - $51.34 $293,041 - $335,147	6,528 Added 1.03%	639,101 $30.9 Million

Q3 2024 Oct 11, 2024	BUY	$40.84 - $45.74 $25.8 Million - $28.9 Million	632,573 New	632,573 $28.7 Million
Q1 2023 May 01, 2023	BUY	$30.98 - $37.0 $18,030 - $21,534	582 Added 4.99%	12,250 $393,000
Q4 2022 Feb 09, 2023	SELL	$30.29 - $36.31 $1,241 - $1,488	-41 Reduced 0.35%	11,668 $399,000
Q3 2022 Nov 14, 2022	BUY	$30.36 - $35.81 $355,485 - $419,299	11,709 New	11,709 $355,000
Q3 2017 Nov 14, 2017	BUY	N/A	12,593	12,593 $311,000

Others Institutions Holding XLF

# of Institutions

2,165

Shares Held

764M

Call Options Held

132M

Put Options Held

244M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Affinity Wealth Management LLC Financial Sector Spdr Transaction History