Affinity Wealth Management LLC Financial Sector Spdr Transaction History

Affinity Wealth Management LLC

  • $511 Million
  • Q4 2024

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 639,101 shares of XLF stock, worth $31.5 Million. This represents 6.04% of its overall portfolio holdings.

Number of Shares
639,101
Previous 632,573 1.03%
Holding current value
$31.5 Million
Previous $28.7 Million 7.74%
% of portfolio
6.04%
Previous 5.64%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,044
Shares Held
761M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

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