Private Wealth Asset Management, LLC Financial Sector Spdr Transaction History

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 15,320 shares of XLF stock, worth $803,534. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,320
Previous 13,615 12.52%
Holding current value
$803,534
Previous $713 Million 99.88%
% of portfolio
0.1%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$51.37 - $54.25 $87,585 - $92,496
1,705 Added 12.52%
15,320 $825,000
Q2 2025

Jul 28, 2025
BUY
$43.92 - $52.37 $204,447 - $243,782
4,655 Added 51.95%
13,615 $713 Million
Q1 2025

May 15, 2025
BUY
$47.32 - $52.19 $423,987 - $467,622
8,960 New
8,960 $446 Million

Others Institutions Holding XLF

# of Institutions
2,164
Shares Held
765M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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