Jupiter Wealth Management LLC Financial Sector Spdr Transaction History

Jupiter Wealth Management LLC

  • $208 Million
  • Q3 2025

A detailed history of Jupiter Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 10,000 shares of XLF stock, worth $524,500. This represents 0.26% of its overall portfolio holdings.

Number of Shares
10,000
Previous 5,000 100.0%
Holding current value
$524,500
Previous $261,000 106.13%
% of portfolio
0.26%
Previous 0.14%

Shares

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

Nov 14, 2025
BUY
$51.37 - $54.25 $256,850 - $271,250
5,000 Added 100.0%
10,000 $538,000
Q2 2025

Aug 14, 2025
BUY
$43.92 - $52.37 $219,600 - $261,850
5,000 New
5,000 $261,000
Q1 2020

May 04, 2020
SELL
$17.66 - $31.17 $306,047 - $540,176
-17,330 Closed
0 $0
Q4 2019

Jan 17, 2020
BUY
$26.78 - $30.94 $464,097 - $536,190
17,330 New
17,330 $534,000

Others Institutions Holding XLF

# of Institutions
2,163
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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