Legacy Wealth Managment, Llc/Id Financial Sector Spdr Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Financial Sector Spdr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 214 shares of XLF stock, worth $11,224. This represents 0.01% of its overall portfolio holdings.

Number of Shares
214
Previous 50 328.0%
Holding current value
$11,224
Previous $2,000 450.0%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$51.37 - $54.25 $8,424 - $8,897
164 Added 328.0%
214 $11,000
Q2 2025

Aug 06, 2025
SELL
$43.92 - $52.37 $37,859 - $45,142
-862 Reduced 94.52%
50 $2,000
Q1 2025

May 16, 2025
BUY
$47.32 - $52.19 $40,789 - $44,987
862 Added 1724.0%
912 $45,000
Q3 2024

Nov 15, 2024
BUY
$40.84 - $45.74 $2,042 - $2,287
50 New
50 $2,000

Others Institutions Holding XLF

# of Institutions
2,169
Shares Held
763M
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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