Liberty Wealth Management LLC Financial Sector Spdr Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 7,386 shares of XLF stock, worth $363,465. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,386

Previous 7,164 3.1%

Holding current value

$363,465

Previous $324,000 9.88%

% of portfolio

0.06%

Previous 0.06%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$44.89 - $51.34 $9,965 - $11,397	222 Added 3.1%	7,386 $356,000
Q3 2024 Nov 01, 2024	SELL	$40.84 - $45.74 $8,413 - $9,422	-206 Reduced 2.8%	7,164 $324,000
Q2 2024 Aug 06, 2024	BUY	$39.59 - $42.49 $237 - $254	6 Added 0.08%	7,370 $303,000
Q1 2024 May 02, 2024	SELL	$37.27 - $42.12 $3,540 - $4,001	-95 Reduced 1.27%	7,364 $310,000
Q4 2023 Feb 08, 2024	BUY	$31.45 - $37.72 $3,365 - $4,036	107 Added 1.46%	7,459 $280,000
Q3 2023 Nov 13, 2023	SELL	$33.17 - $35.6 $15,589 - $16,732	-470 Reduced 6.01%	7,352 $244,000
Q2 2023 Aug 10, 2023	BUY	$31.55 - $33.71 $4,953 - $5,292	157 Added 2.05%	7,822 $263,000
Q1 2023 May 03, 2023	SELL	$30.98 - $37.0 $13,507 - $16,132	-436 Reduced 5.38%	7,665 $246,000
Q3 2022 Nov 15, 2022	BUY	$30.36 - $35.81 $20,401 - $24,064	672 Added 9.05%	8,101 $245,000
Q2 2022 Aug 15, 2022	SELL	$30.84 - $38.22 $45,458 - $56,336	-1,474 Reduced 16.56%	7,429 $233,000
Q1 2022 May 09, 2022	BUY	$35.66 - $41.42 $88,829 - $103,177	2,491 Added 38.85%	8,903 $341,000
Q4 2021 Feb 15, 2022	SELL	$37.54 - $40.62 $15,428 - $16,694	-411 Reduced 6.02%	6,412 $250,000
Q3 2021 Nov 15, 2021	BUY	$35.11 - $39.0 $103,750 - $115,245	2,955 Added 76.4%	6,823 $256,000
Q2 2021 Aug 13, 2021	SELL	$34.47 - $38.47 $4.76 Million - $5.31 Million	-138,041 Reduced 97.27%	3,868 $142,000
Q2 2021 Aug 13, 2021	BUY	$34.47 - $38.47 $4.79 Million - $5.35 Million	139,049 Added 4861.85%	141,909 $3.87 Million
Q4 2020 Feb 09, 2021	SELL	$23.61 - $29.48 $23,586 - $29,450	-999 Reduced 25.89%	2,860 $83,000
Q3 2020 Nov 05, 2020	SELL	$22.68 - $25.49 $33,951 - $38,158	-1,497 Reduced 27.95%	3,859 $93,000
Q2 2020 Aug 04, 2020	SELL	$19.55 - $26.74 $6,744 - $9,225	-345 Reduced 6.05%	5,356 $124,000
Q1 2020 Apr 27, 2020	SELL	$17.66 - $31.17 $8,476 - $14,961	-480 Reduced 7.77%	5,701 $119,000
Q2 2019 Jul 30, 2019	SELL	N/A	-826,910 Reduced 99.26%	6,181 $171,000
Q1 2019 Apr 18, 2019	BUY	N/A	4,944 Added 0.6%	833,091 $21.4 Million
Q4 2018 Mar 26, 2019	BUY	N/A	828,147 New	828,147 $19.7 Million

Others Institutions Holding XLF

# of Institutions

2,044

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Liberty Wealth Management LLC Financial Sector Spdr Transaction History