Blue Bell Private Wealth Management, LLC Financial Sector Spdr Transaction History

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 3,136 shares of XLF stock, worth $164,483. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,136
Previous 3,136 -0.0%
Holding current value
$164,483
Previous $164,000 2.44%
% of portfolio
0.03%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$37.27 - $42.12 $84,975 - $96,033
-2,280 Reduced 42.1%
3,136 $132,000
Q4 2023

Jan 25, 2024
SELL
$31.45 - $37.72 $59,786 - $71,705
-1,901 Reduced 25.98%
5,416 $203,000
Q3 2023

Oct 30, 2023
SELL
$33.17 - $35.6 $19,902 - $21,360
-600 Reduced 7.58%
7,317 $242,000
Q2 2023

Aug 08, 2023
BUY
$31.55 - $33.71 $79,821 - $85,286
2,530 Added 46.96%
7,917 $266,000
Q1 2023

May 08, 2023
SELL
$30.98 - $37.0 $17,410 - $20,794
-562 Reduced 9.45%
5,387 $173,000
Q4 2022

Feb 03, 2023
SELL
$30.29 - $36.31 $39,074 - $46,839
-1,290 Reduced 17.82%
5,949 $203,000
Q3 2022

Nov 08, 2022
SELL
$30.36 - $35.81 $19,976 - $23,562
-658 Reduced 8.33%
7,239 $220,000
Q2 2022

Aug 02, 2022
SELL
$30.84 - $38.22 $2,405 - $2,981
-78 Reduced 0.98%
7,897 $248,000
Q1 2022

Apr 21, 2022
BUY
$35.66 - $41.42 $210,144 - $244,088
5,893 Added 283.05%
7,975 $306,000
Q4 2021

Jan 26, 2022
BUY
$37.54 - $40.62 $78,158 - $84,570
2,082 New
2,082 $81,000
Q3 2020

Oct 23, 2020
SELL
$22.68 - $25.49 $36,288 - $40,784
-1,600 Closed
0 $0
Q2 2020

Jul 30, 2020
SELL
$19.55 - $26.74 $17,595 - $24,066
-900 Reduced 36.0%
1,600 $40,000
Q1 2020

Apr 22, 2020
SELL
$17.66 - $31.17 $91,832 - $162,084
-5,200 Reduced 67.53%
2,500 $52,000
Q4 2019

Jan 22, 2020
BUY
$26.78 - $30.94 $123,188 - $142,324
4,600 Added 148.39%
7,700 $237,000
Q3 2019

Nov 07, 2019
SELL
$27.86 - $28.52 $4,179 - $4,278
-150 Reduced 4.62%
3,100 $87,000
Q4 2018

Jan 16, 2019
SELL
N/A
-70 Reduced 2.11%
3,250 $77,000
Q3 2018

Oct 25, 2018
BUY
N/A
150 Added 4.73%
3,320 $92,000
Q2 2018

Jul 25, 2018
SELL
N/A
-5,000 Reduced 61.2%
3,170 $84,000
Q1 2018

May 01, 2018
BUY
N/A
4,800 Added 142.43%
8,170 $225,000
Q3 2017

Oct 24, 2017
BUY
N/A
3,370
3,370 $87,000

Others Institutions Holding XLF

# of Institutions
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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