A detailed history of Angeles Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 4,313 shares of XLF stock, worth $211,811. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,313
Previous 2,013 114.26%
Holding current value
$211,811
Previous $82,000 137.8%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$40.84 - $45.74 $93,932 - $105,202
2,300 Added 114.26%
4,313 $195,000
Q2 2024

Aug 07, 2024

SELL
$39.59 - $42.49 $3,365 - $3,611
-85 Reduced 4.05%
2,013 $82,000
Q4 2023

Feb 13, 2024

SELL
$31.45 - $37.72 $58,559 - $70,234
-1,862 Reduced 47.02%
2,098 $78,000
Q3 2023

Oct 27, 2023

BUY
$33.17 - $35.6 $47,167 - $50,623
1,422 Added 56.03%
3,960 $131,000
Q2 2023

Aug 10, 2023

BUY
$31.55 - $33.71 $16,563 - $17,697
525 Added 26.08%
2,538 $85,000
Q1 2023

May 11, 2023

SELL
$30.98 - $37.0 $46,996 - $56,129
-1,517 Reduced 42.97%
2,013 $64,000
Q4 2022

Feb 14, 2023

SELL
$30.29 - $36.31 $14,054 - $16,847
-464 Reduced 11.62%
3,530 $120,000
Q3 2022

Nov 03, 2022

BUY
$30.36 - $35.81 $8,349 - $9,847
275 Added 7.39%
3,994 $121,000
Q2 2022

Aug 04, 2022

BUY
$30.84 - $38.22 $92 - $114
3 Added 0.08%
3,719 $117,000
Q1 2022

May 16, 2022

BUY
$35.66 - $41.42 $132,512 - $153,916
3,716 New
3,716 $142,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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