Campbell Wealth Management Financial Sector Spdr Transaction History

Campbell Wealth Management

$1.11 Billion
Q4 2024

A detailed history of Campbell Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Campbell Wealth Management holds 756,328 shares of XLF stock, worth $39.7 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares

756,328

Previous 748,015 1.11%

Holding current value

$39.7 Million

Previous $33.9 Million 7.83%

% of portfolio

3.29%

Previous 3.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$44.89 - $51.34 $373,170 - $426,789	8,313 Added 1.11%	756,328 $36.6 Million
Q3 2024 Oct 28, 2024	BUY	$40.84 - $45.74 $408,073 - $457,034	9,992 Added 1.35%	748,015 $33.9 Million
Q2 2024 Aug 07, 2024	BUY	$39.59 - $42.49 $928,345 - $996,348	23,449 Added 3.28%	738,023 $30.3 Million
Q1 2024 May 09, 2024	BUY	$37.27 - $42.12 $1.25 Million - $1.42 Million	33,600 Added 4.93%	714,574 $30.1 Million
Q4 2023 Feb 08, 2024	BUY	$31.45 - $37.72 $267,828 - $321,223	8,516 Added 1.27%	680,974 $25.6 Million

Q3 2023 Nov 13, 2023	SELL	$33.17 - $35.6 $424,310 - $455,395	-12,792 Reduced 1.87%	672,458 $22.3 Million
Q2 2023 Jul 27, 2023	BUY	$31.55 - $33.71 $915,959 - $978,668	29,032 Added 4.42%	685,250 $23.1 Million
Q1 2023 May 08, 2023	BUY	$30.98 - $37.0 $522,136 - $623,598	16,854 Added 2.64%	656,218 $21.1 Million
Q4 2022 Jan 10, 2023	BUY	$30.29 - $36.31 $34,863 - $41,792	1,151 Added 0.18%	639,364 $21.9 Million
Q3 2022 Oct 11, 2022	BUY	$30.36 - $35.81 $382,232 - $450,847	12,590 Added 2.01%	638,213 $19.4 Million
Q2 2022 Aug 02, 2022	BUY	$30.84 - $38.22 $415,198 - $514,555	13,463 Added 2.2%	625,623 $19.7 Million
Q1 2022 May 18, 2022	SELL	$35.66 - $41.42 $69,002 - $80,147	-1,935 Reduced 0.32%	612,160 $23.5 Million
Q4 2021 Jan 27, 2022	BUY	$37.54 - $40.62 $824,115 - $891,730	21,953 Added 3.71%	614,095 $24 Million
Q3 2021 Dec 22, 2022	SELL	$35.11 - $39.0 $1.63 Million - $1.81 Million	-46,393 Reduced 7.27%	591,820 $22.2 Million
Q3 2021 Oct 25, 2021	BUY	$35.11 - $39.0 $539,991 - $599,820	15,380 Added 2.67%	592,142 $22.2 Million
Q2 2021 Jul 21, 2021	BUY	$34.47 - $38.47 $1.32 Million - $1.47 Million	38,213 Added 7.1%	576,762 $21.2 Million
Q1 2021 Apr 30, 2021	BUY	$28.95 - $34.77 $307,275 - $369,048	10,614 Added 2.01%	538,549 $18.3 Million
Q4 2020 Jan 19, 2021	BUY	$23.61 - $29.48 $240,255 - $299,988	10,176 Added 1.97%	527,935 $15.6 Million
Q3 2020 Nov 02, 2020	BUY	$22.68 - $25.49 $298,627 - $335,626	13,167 Added 2.61%	517,759 $12.5 Million
Q2 2020 Jul 23, 2020	BUY	$19.55 - $26.74 $359,798 - $492,122	18,404 Added 3.79%	504,592 $11.7 Million
Q1 2020 Apr 17, 2020	BUY	$17.66 - $31.17 $485,226 - $856,426	27,476 Added 5.99%	486,188 $10.1 Million
Q4 2019 Jan 15, 2020	BUY	$26.78 - $30.94 $558,389 - $645,129	20,851 Added 4.76%	458,712 $14.1 Million
Q3 2019 Oct 07, 2019	BUY	$27.86 - $28.52 $853,379 - $873,596	30,631 Added 7.52%	437,861 $12.3 Million
Q2 2019 Aug 09, 2019	BUY	N/A	35,323 Added 9.5%	407,230 $11.2 Million
Q1 2019 May 13, 2019	BUY	N/A	25,270 Added 7.29%	371,907 $9.56 Million
Q4 2018 Feb 14, 2019	BUY	N/A	346,637 New	346,637 $8.26 Million

Others Institutions Holding XLF

# of Institutions

2,159

Shares Held

765M

Call Options Held

132M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Campbell Wealth Management with notifications on news.

Account

Campbell Wealth Management Financial Sector Spdr Transaction History