Buckingham Strategic Wealth, LLC Financial Sector Spdr Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 22,412 shares of XLF stock, worth $1.15 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,412
Previous 17,859 25.49%
Holding current value
$1.15 Million
Previous $752,000 22.47%
% of portfolio
0.01%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$39.59 - $42.49 $180,253 - $193,456
4,553 Added 25.49%
22,412 $921,000
Q1 2024

May 09, 2024
BUY
$37.27 - $42.12 $9,392 - $10,614
252 Added 1.43%
17,859 $752,000
Q4 2023

Feb 14, 2024
SELL
$31.45 - $37.72 $29,657 - $35,569
-943 Reduced 5.08%
17,607 $662,000
Q3 2023

Nov 13, 2023
BUY
$33.17 - $35.6 $9,685 - $10,395
292 Added 1.6%
18,550 $615,000
Q2 2023

Aug 11, 2023
SELL
$31.55 - $33.71 $12,998 - $13,888
-412 Reduced 2.21%
18,258 $615,000
Q4 2022

Feb 13, 2023
SELL
$30.29 - $36.31 $18,416 - $22,076
-608 Reduced 3.15%
18,670 $638,000
Q3 2022

Nov 07, 2022
BUY
$30.36 - $35.81 $18,064 - $21,306
595 Added 3.18%
19,278 $585,000
Q2 2022

Aug 12, 2022
BUY
$30.84 - $38.22 $58,966 - $73,076
1,912 Added 11.4%
18,683 $588,000
Q1 2022

May 10, 2022
SELL
$35.66 - $41.42 $97,565 - $113,325
-2,736 Reduced 14.03%
16,771 $643,000
Q4 2021

Feb 09, 2022
SELL
$37.54 - $40.62 $13,514 - $14,623
-360 Reduced 1.81%
19,507 $762,000
Q3 2021

Nov 10, 2021
BUY
$35.11 - $39.0 $173,759 - $193,011
4,949 Added 33.17%
19,867 $746,000
Q2 2021

Aug 06, 2021
SELL
$34.47 - $38.47 $43,570 - $48,626
-1,264 Reduced 7.81%
14,918 $547,000
Q1 2021

Apr 30, 2021
BUY
$28.95 - $34.77 $1,447 - $1,738
50 Added 0.31%
16,182 $551,000
Q4 2020

Feb 16, 2021
BUY
$23.61 - $29.48 $35,296 - $44,072
1,495 Added 10.21%
16,132 $476,000
Q3 2020

Nov 12, 2020
SELL
$22.68 - $25.49 $59,240 - $66,579
-2,612 Reduced 15.14%
14,637 $352,000
Q2 2020

Aug 03, 2020
BUY
$19.55 - $26.74 $19,061 - $26,071
975 Added 5.99%
17,249 $399,000
Q1 2020

May 07, 2020
BUY
$17.66 - $31.17 $44,414 - $78,392
2,515 Added 18.28%
16,274 $339,000
Q4 2019

Feb 04, 2020
BUY
$26.78 - $30.94 $3,401 - $3,929
127 Added 0.93%
13,759 $424,000
Q3 2019

Nov 12, 2019
SELL
$27.86 - $28.52 $134,145 - $137,323
-4,815 Reduced 26.1%
13,632 $382,000
Q2 2019

Aug 05, 2019
BUY
N/A
7,963 Added 75.95%
18,447 $509,000
Q1 2019

May 02, 2019
SELL
N/A
-1,129 Reduced 9.72%
10,484 $270,000
Q4 2018

Feb 11, 2019
BUY
N/A
1,215 Added 11.68%
11,613 $277,000
Q3 2018

Nov 02, 2018
SELL
N/A
-741 Reduced 6.65%
10,398 $287,000
Q2 2018

Aug 13, 2018
BUY
N/A
902 Added 8.81%
11,139 $296,000
Q1 2018

May 14, 2018
BUY
N/A
10,237 New
10,237 $282,000

Others Institutions Holding XLF

# of Institutions
1,904
Shares Held
710M
Call Options Held
160M
Put Options Held
321M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email