Marion Wealth Management Financial Sector Spdr Transaction History

Marion Wealth Management

$373 Million
Q3 2024

A detailed history of Marion Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Marion Wealth Management holds 5,747 shares of XLF stock, worth $280,166. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,747

Previous 5,761 0.24%

Holding current value

$280,166

Previous $236,000 10.17%

% of portfolio

0.07%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$40.84 - $45.74 $571 - $640	-14 Reduced 0.24%	5,747 $260,000
Q1 2024 Apr 08, 2024	SELL	$37.27 - $42.12 $11,628 - $13,141	-312 Reduced 5.14%	5,761 $242,000
Q4 2023 Jan 10, 2024	SELL	$31.45 - $37.72 $1.22 Million - $1.47 Million	-38,941 Reduced 86.51%	6,073 $228,000
Q3 2023 Oct 18, 2023	BUY	$33.17 - $35.6 $27,929 - $29,975	842 Added 1.91%	45,014 $1.49 Million
Q2 2023 Jul 24, 2023	BUY	$31.55 - $33.71 $24,198 - $25,855	767 Added 1.77%	44,172 $1.49 Million
Q1 2023 Apr 24, 2023	BUY	$30.98 - $37.0 $70,386 - $84,064	2,272 Added 5.52%	43,405 $1.4 Million
Q4 2022 Jan 19, 2023	BUY	$30.29 - $36.31 $172,319 - $206,567	5,689 Added 16.05%	41,133 $0
Q3 2022 Nov 10, 2022	BUY	$30.36 - $35.81 $74,715 - $88,128	2,461 Added 7.46%	35,444 $1.08 Million
Q2 2022 Jul 27, 2022	SELL	$30.84 - $38.22 $172,364 - $213,611	-5,589 Reduced 14.49%	32,983 $1.04 Million
Q1 2022 Apr 08, 2022	SELL	$35.66 - $41.42 $10,519 - $12,218	-295 Reduced 0.76%	38,572 $1.48 Million
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $1.46 Million - $1.58 Million	38,867 New	38,867 $1.52 Million

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marion Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Marion Wealth Management with notifications on news.

Account

Marion Wealth Management Financial Sector Spdr Transaction History