Birchcreek Wealth Management, LLC Financial Sector Spdr Transaction History

Birchcreek Wealth Management, LLC

$152 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	SELL	$39.59 - $42.49 $686,807 - $737,116	-17,348 Reduced 38.47%	27,752 $1.14 Million
Q1 2024 Apr 29, 2024	BUY	$37.27 - $42.12 $4,770 - $5,391	128 Added 0.28%	45,100 $1.9 Million
Q4 2023 Feb 05, 2024	BUY	$31.45 - $37.72 $114,100 - $136,848	3,628 Added 8.78%	44,972 $1.69 Million
Q3 2023 Oct 23, 2023	BUY	$33.17 - $35.6 $535,629 - $574,868	16,148 Added 64.09%	41,344 $1.37 Million
Q2 2023 Jul 20, 2023	BUY	$31.55 - $33.71 $488,078 - $521,493	15,470 Added 159.06%	25,196 $849,000
Q1 2023 May 01, 2023	BUY	$30.98 - $37.0 $301,311 - $359,862	9,726 New	9,726 $312,000
Q1 2021 May 17, 2021	SELL	$28.95 - $34.77 $38,358 - $46,070	-1,325 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$23.61 - $29.48 $31,283 - $39,061	1,325 New	1,325 $39,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

About FINANCIAL SECTOR SPDR

Ticker XLF
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