New Wave Wealth Advisors LLC Financial Sector Spdr Transaction History

New Wave Wealth Advisors LLC

$273 Billion
Q4 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 95,530 shares of XLF stock, worth $5.01 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

95,530

Previous 100,116 4.58%

Holding current value

$5.01 Million

Previous $5.39 Billion 2.99%

% of portfolio

1.91%

Previous 2.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$51.76 - $53.77 $237,371 - $246,589	-4,586 Reduced 4.58%	95,530 $5.23 Billion
Q3 2025 Oct 30, 2025	SELL	$51.37 - $54.25 $48,185 - $50,886	-938 Reduced 0.93%	100,116 $5.39 Billion
Q2 2025 Jul 18, 2025	SELL	$43.92 - $52.37 $1.09 Million - $1.3 Million	-24,766 Reduced 19.68%	101,054 $5.29 Billion
Q1 2025 Apr 25, 2025	BUY	$47.32 - $52.19 $1.16 Million - $1.28 Million	24,578 Added 24.28%	125,820 $6.27 Billion
Q4 2024 Jan 23, 2025	BUY	$44.89 - $51.34 $1.91 Million - $2.18 Million	42,498 Added 72.34%	101,242 $4.89 Billion

Q3 2024 Oct 23, 2024	BUY	$40.84 - $45.74 $130,320 - $145,956	3,191 Added 5.74%	58,744 $2.66 Billion
Q2 2024 Aug 27, 2024	BUY	$39.59 - $42.49 $2.2 Million - $2.36 Million	55,553 New	55,553 $2.28 Billion

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

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Account

New Wave Wealth Advisors LLC Financial Sector Spdr Transaction History