National Wealth Management Group, LLC Financial Sector Spdr Transaction History

National Wealth Management Group, LLC

$289 Billion
Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,907 shares of XLF stock, worth $257,372. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,907

Previous 6,969 29.59%

Holding current value

$257,372

Previous $375 Million 28.41%

% of portfolio

0.09%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$51.76 - $53.77 $106,729 - $110,873	-2,062 Reduced 29.59%	4,907 $269 Million
Q3 2025 Oct 31, 2025	BUY	$51.37 - $54.25 $135,257 - $142,840	2,633 Added 60.72%	6,969 $375 Million
Q2 2025 Sep 25, 2025	BUY	$43.92 - $52.37 $190,437 - $227,076	4,336 New	4,336 $227 Million
Q1 2023 May 15, 2023	BUY	$30.98 - $37.0 $257,784 - $307,877	8,321 New	8,321 $265 Million
Q2 2022 Nov 17, 2023	SELL	$30.84 - $38.22 $620,593 - $769,101	-20,123 Closed	0 $0

Q1 2022 Nov 17, 2023	SELL	$35.66 - $41.42 $82,231 - $95,514	-2,306 Reduced 10.28%	20,123 $771 Million
Q4 2021 Nov 17, 2023	BUY	$37.54 - $40.62 $841,984 - $911,065	22,429 New	22,429 $876 Million

Others Institutions Holding XLF

# of Institutions

2,165

Shares Held

764M

Call Options Held

132M

Put Options Held

244M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC Financial Sector Spdr Transaction History