Executive Wealth Management, LLC Financial Sector Spdr Transaction History

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Executive Wealth Management, LLC holds 8,494 shares of XLF stock, worth $431,919. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,494
Previous 13,138 35.35%
Holding current value
$431,919
Previous $595,000 31.09%
% of portfolio
0.04%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$44.89 - $51.34 $208,469 - $238,422
-4,644 Reduced 35.35%
8,494 $410,000
Q3 2024

Nov 01, 2024
SELL
$40.84 - $45.74 $10,536 - $11,800
-258 Reduced 1.93%
13,138 $595,000
Q2 2024

Aug 08, 2024
SELL
$39.59 - $42.49 $5,740 - $6,161
-145 Reduced 1.07%
13,396 $550,000
Q1 2024

May 13, 2024
BUY
$37.27 - $42.12 $177,069 - $200,112
4,751 Added 54.05%
13,541 $570,000
Q4 2023

Jan 26, 2024
BUY
$31.45 - $37.72 $10,881 - $13,051
346 Added 4.1%
8,790 $330,000
Q3 2023

Nov 07, 2023
SELL
$33.17 - $35.6 $12,372 - $13,278
-373 Reduced 4.23%
8,444 $280,000
Q2 2023

Aug 02, 2023
SELL
$31.55 - $33.71 $24,293 - $25,956
-770 Reduced 8.03%
8,817 $297,000
Q1 2023

May 11, 2023
BUY
$30.98 - $37.0 $18,123 - $21,645
585 Added 6.5%
9,587 $308,000
Q4 2022

Feb 13, 2023
BUY
$30.29 - $36.31 $264,098 - $316,586
8,719 Added 3080.92%
9,002 $307,000
Q3 2022

Nov 10, 2022
SELL
$30.36 - $35.81 $272,602 - $321,537
-8,979 Reduced 96.94%
283 $283,000
Q2 2022

Jul 26, 2022
BUY
$30.84 - $38.22 $3,022 - $3,745
98 Added 1.07%
9,262 $291,000
Q1 2022

Apr 13, 2022
BUY
$35.66 - $41.42 $45,002 - $52,272
1,262 Added 15.97%
9,164 $351,000
Q4 2021

Feb 03, 2022
SELL
$37.54 - $40.62 $336,771 - $364,402
-8,971 Reduced 53.17%
7,902 $0
Q3 2021

Oct 27, 2021
SELL
$35.11 - $39.0 $32,195 - $35,763
-917 Reduced 5.15%
16,873 $633,000
Q2 2021

Jul 26, 2021
BUY
$34.47 - $38.47 $296,890 - $331,342
8,613 Added 93.85%
17,790 $652,000
Q1 2021

May 03, 2021
BUY
$28.95 - $34.77 $265,674 - $319,084
9,177 New
9,177 $312,000
Q1 2020

Apr 27, 2020
SELL
$17.66 - $31.17 $294,639 - $520,040
-16,684 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
$26.78 - $30.94 $332,205 - $383,810
12,405 Added 289.9%
16,684 $513,000
Q3 2019

Oct 30, 2019
SELL
$27.86 - $28.52 $14,765 - $15,115
-530 Reduced 11.02%
4,279 $119,000
Q2 2019

Aug 01, 2019
BUY
N/A
566 Added 13.34%
4,809 $133,000
Q4 2018

Feb 19, 2019
BUY
N/A
4,243 New
4,243 $101,000

Others Institutions Holding XLF

# of Institutions
2,035
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

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