Private Wealth Management Group, LLC Financial Sector Spdr Transaction History

Private Wealth Management Group, LLC

  • $374 Billion
  • Q4 2025

A detailed history of Private Wealth Management Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 350 shares of XLF stock, worth $18,357. This represents 0.01% of its overall portfolio holdings.

Number of Shares
350
Previous 373 6.17%
Holding current value
$18,357
Previous $20.1 Million 4.6%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$51.76 - $53.77 $1,190 - $1,236
-23 Reduced 6.17%
350 $19.2 Million
Q3 2025

Oct 17, 2025
BUY
$51.37 - $54.25 $6,318 - $6,672
123 Added 49.2%
373 $20.1 Million
Q2 2025

Jul 29, 2025
SELL
$43.92 - $52.37 $8,169 - $9,740
-186 Reduced 42.66%
250 $13.1 Million
Q1 2025

May 02, 2025
BUY
$47.32 - $52.19 $8,801 - $9,707
186 Added 74.4%
436 $21.7 Million
Q4 2023

Feb 08, 2024
BUY
$31.45 - $37.72 $7,862 - $9,430
250 New
250 $9.4 Million

Others Institutions Holding XLF

# of Institutions
2,174
Shares Held
766M
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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