Dakota Wealth Management Financial Sector Spdr Transaction History

Dakota Wealth Management

$4.35 Billion
Q3 2024

A detailed history of Dakota Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Dakota Wealth Management holds 799,129 shares of XLF stock, worth $39.1 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

799,129

Previous 714,576 11.83%

Holding current value

$39.1 Million

Previous $29.4 Million 23.28%

% of portfolio

0.83%

Previous 0.7%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$40.84 - $45.74 $3.45 Million - $3.87 Million	84,553 Added 11.83%	799,129 $36.2 Million
Q2 2024 Jul 19, 2024	SELL	$39.59 - $42.49 $684,748 - $734,907	-17,296 Reduced 2.36%	714,576 $29.4 Million
Q1 2024 Apr 24, 2024	BUY	$37.27 - $42.12 $11.3 Million - $12.8 Million	304,499 Added 71.25%	731,872 $30.8 Million
Q4 2023 Jan 30, 2024	BUY	$31.45 - $37.72 $215,023 - $257,891	6,837 Added 1.63%	427,373 $16.1 Million
Q3 2023 Oct 23, 2023	BUY	$33.17 - $35.6 $139,645 - $149,876	4,210 Added 1.01%	420,536 $13.9 Million
Q2 2023 Jul 31, 2023	BUY	$31.55 - $33.71 $10.6 Million - $11.4 Million	337,413 Added 427.58%	416,326 $14 Million
Q1 2023 Apr 14, 2023	BUY	$30.98 - $37.0 $40,893 - $48,840	1,320 Added 1.7%	78,913 $2.54 Million
Q4 2022 Feb 07, 2023	SELL	$30.29 - $36.31 $86,720 - $103,955	-2,863 Reduced 3.56%	77,593 $2.65 Million
Q3 2022 Nov 10, 2022	BUY	$30.36 - $35.81 $1.49 Million - $1.76 Million	49,184 Added 157.28%	80,456 $2.44 Million
Q2 2022 Aug 05, 2022	SELL	$30.84 - $38.22 $3.97 Million - $4.92 Million	-128,682 Reduced 80.45%	31,272 $983,000
Q1 2022 May 13, 2022	BUY	$35.66 - $41.42 $249,120 - $289,360	6,986 Added 4.57%	159,954 $6.13 Million
Q4 2021 Feb 10, 2022	BUY	$37.54 - $40.62 $157,517 - $170,441	4,196 Added 2.82%	152,968 $5.97 Million
Q3 2021 Nov 15, 2021	BUY	$35.11 - $39.0 $114,563 - $127,257	3,263 Added 2.24%	148,772 $5.58 Million
Q2 2021 Aug 02, 2021	BUY	$34.47 - $38.47 $760,442 - $848,686	22,061 Added 17.87%	145,509 $5.34 Million
Q1 2021 May 10, 2021	BUY	$28.95 - $34.77 $3.57 Million - $4.29 Million	123,448 New	123,448 $4.2 Million

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Dakota Wealth Management Financial Sector Spdr Transaction History