Private Wealth Management Group, LLC Financial Sector Spdr Transaction History

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 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 373 shares of XLF stock, worth $19,563. This represents 0.01% of its overall portfolio holdings.

Number of Shares
373
Previous 250 49.2%
Holding current value
$19,563
Previous $13.1 Million 53.47%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,159
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
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC 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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email