Dynasty Wealth Management, LLC Financial Sector Spdr Transaction History

Dynasty Wealth Management, LLC

  • $7.49 Trillion
  • Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,622,239 shares of XLF stock, worth $85.1 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
1,622,239
Previous 1,520,097 6.72%
Holding current value
$85.1 Million
Previous $79.6 Billion 9.78%
% of portfolio
1.17%
Previous 1.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$51.37 - $54.25 $5.25 Million - $5.54 Million
102,142 Added 6.72%
1,622,239 $87.4 Billion
Q2 2025

Aug 05, 2025
SELL
$43.92 - $52.37 $4.14 Million - $4.94 Million
-94,335 Reduced 5.84%
1,520,097 $79.6 Billion
Q1 2025

May 02, 2025
BUY
$47.32 - $52.19 $76.4 Million - $84.3 Million
1,614,432 New
1,614,432 $80.4 Billion

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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