Philip James Wealth Mangement, LLC Financial Sector Spdr Transaction History

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 15,520 shares of XLF stock, worth $790,899. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,520
Previous 15,497 0.15%
Holding current value
$790,899
Previous $702 Million 6.8%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jan 31, 2025
BUY
$44.89 - $51.34 $1,032 - $1,180
23 Added 0.15%
15,520 $750 Million
Q3 2024

Oct 31, 2024
SELL
$40.84 - $45.74 $2,572 - $2,881
-63 Reduced 0.4%
15,497 $702 Million
Q2 2024

Jul 23, 2024
BUY
$39.59 - $42.49 $475 - $509
12 Added 0.08%
15,560 $640 Million
Q1 2024

Apr 29, 2024
SELL
$37.27 - $42.12 $3,466 - $3,917
-93 Reduced 0.59%
15,548 $655 Million
Q4 2023

Jan 29, 2024
BUY
$31.45 - $37.72 $491,909 - $589,978
15,641 New
15,641 $588 Million

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
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