Northern Oak Wealth Management Inc Financial Sector Spdr Transaction History

Northern Oak Wealth Management Inc

  • $788 Million
  • Q4 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 12,227 shares of XLF stock, worth $623,087. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,227
Previous 12,227 -0.0%
Holding current value
$623,087
Previous $554,000 6.5%
% of portfolio
0.07%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$40.84 - $45.74 $154,497 - $173,034
-3,783 Reduced 23.63%
12,227 $554,000
Q3 2022

Nov 14, 2022
SELL
$30.36 - $35.81 $63,756 - $75,201
-2,100 Reduced 11.6%
16,010 $486,000
Q2 2022

Aug 16, 2022
BUY
$30.84 - $38.22 $388,491 - $481,457
12,597 Added 228.5%
18,110 $570,000
Q1 2022

May 24, 2022
BUY
$35.66 - $41.42 $10,626 - $12,343
298 Added 5.71%
5,513 $211,000
Q4 2021

Feb 16, 2022
BUY
$37.54 - $40.62 $86,905 - $94,035
2,315 Added 79.83%
5,215 $204,000
Q1 2021

May 14, 2021
SELL
$28.95 - $34.77 $1,823 - $2,190
-63 Reduced 2.13%
2,900 $99,000
Q2 2020

Aug 17, 2020
SELL
$19.55 - $26.74 $16,128 - $22,060
-825 Reduced 21.78%
2,963 $69,000
Q1 2020

May 15, 2020
SELL
$17.66 - $31.17 $14,834 - $26,182
-840 Reduced 18.15%
3,788 $79,000
Q4 2019

Jan 27, 2020
SELL
$26.78 - $30.94 $3,213 - $3,712
-120 Reduced 2.53%
4,628 $0
Q3 2019

Oct 31, 2019
SELL
$27.86 - $28.52 $6,435 - $6,588
-231 Reduced 4.64%
4,748 $0
Q2 2019

Jul 30, 2019
SELL
N/A
-11,013 Reduced 68.87%
4,979 $0
Q1 2019

Apr 24, 2019
SELL
N/A
-19,377 Reduced 54.79%
15,992 $0
Q4 2018

Feb 14, 2019
SELL
N/A
-75,477 Reduced 68.09%
35,369 $0
Q3 2018

Nov 15, 2018
BUY
N/A
4,967 Added 4.69%
110,846 $0
Q2 2018

Aug 13, 2018
BUY
N/A
5,259 Added 5.23%
105,879 $0
Q1 2018

May 11, 2018
BUY
N/A
11,461 Added 12.85%
100,620 $0
Q4 2017

Feb 16, 2018
SELL
N/A
-58,329 Closed
0 $0
Q3 2017

Nov 15, 2017
BUY
N/A
58,329
58,329 $0

Others Institutions Holding XLF

# of Institutions
2,035
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
Track This Portfolio

Track Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email