New Edge Wealth, LLC Financial Sector Spdr Transaction History

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, New Edge Wealth, LLC holds 28,389 shares of XLF stock, worth $1.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,389
Previous 24,233 17.15%
Holding current value
$1.35 Million
Previous $1.1 Million 24.95%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$44.89 - $51.34 $186,562 - $213,369
4,156 Added 17.15%
28,389 $1.37 Million
Q3 2024

Nov 12, 2024
BUY
$40.84 - $45.74 $627,220 - $702,474
15,358 Added 173.05%
24,233 $1.1 Million
Q2 2024

Aug 01, 2024
BUY
$39.59 - $42.49 $42,796 - $45,931
1,081 Added 13.87%
8,875 $364,000
Q1 2024

May 06, 2024
SELL
$37.27 - $42.12 $107,523 - $121,516
-2,885 Reduced 27.02%
7,794 $328,000
Q4 2023

Jan 29, 2024
SELL
$31.45 - $37.72 $7,139 - $8,562
-227 Reduced 2.08%
10,679 $401,000
Q3 2023

Nov 08, 2023
SELL
$33.17 - $35.6 $48,693 - $52,260
-1,468 Reduced 11.86%
10,906 $361,000
Q2 2023

Aug 09, 2023
SELL
$31.55 - $33.71 $66,160 - $70,689
-2,097 Reduced 14.49%
12,374 $417,000
Q1 2023

May 08, 2023
BUY
$30.98 - $37.0 $142,477 - $170,163
4,599 Added 46.59%
14,471 $465,000
Q4 2022

Feb 14, 2023
SELL
$30.29 - $36.31 $1.1 Million - $1.32 Million
-36,458 Reduced 78.69%
9,872 $337,000
Q3 2022

Nov 14, 2022
SELL
$30.36 - $35.81 $4.43 Million - $5.23 Million
-146,071 Reduced 75.92%
46,330 $1.41 Million
Q2 2022

Aug 09, 2022
BUY
$30.84 - $38.22 $328,816 - $407,501
10,662 Added 5.87%
192,401 $6.05 Million
Q1 2022

May 10, 2022
SELL
$35.66 - $41.42 $666,485 - $774,139
-18,690 Reduced 9.32%
181,739 $6.96 Million
Q4 2021

Jan 31, 2022
BUY
$37.54 - $40.62 $669,150 - $724,051
17,825 Added 9.76%
200,429 $7.83 Million
Q3 2021

Nov 12, 2021
BUY
$35.11 - $39.0 $6.41 Million - $7.12 Million
182,604 New
182,604 $6.85 Million
Q2 2021

Aug 11, 2021
SELL
$34.47 - $38.47 $954,198 - $1.06 Million
-27,682 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$28.95 - $34.77 $801,393 - $962,503
27,682 New
27,682 $943,000

Others Institutions Holding XLF

# of Institutions
2,045
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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