Sea Crest Wealth Management, LLC Financial Sector Spdr Transaction History

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 26,527 shares of XLF stock, worth $1.26 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
26,527
Previous 29,883 11.23%
Holding current value
$1.26 Million
Previous $1.35 Million 5.32%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Jan 14, 2025
SELL
$44.89 - $51.34 $150,650 - $172,297
-3,356 Reduced 11.23%
26,527 $1.28 Million
Q3 2024

Oct 16, 2024
BUY
$40.84 - $45.74 $38,267 - $42,858
937 Added 3.24%
29,883 $1.35 Million
Q2 2024

Jul 19, 2024
BUY
$39.59 - $42.49 $29,059 - $31,187
734 Added 2.6%
28,946 $1.19 Million
Q1 2024

Apr 18, 2024
BUY
$37.27 - $42.12 $121,276 - $137,058
3,254 Added 13.04%
28,212 $1.19 Million
Q4 2023

Jan 18, 2024
SELL
$31.45 - $37.72 $77,650 - $93,130
-2,469 Reduced 9.0%
24,958 $938,000
Q3 2023

Oct 12, 2023
SELL
$33.17 - $35.6 $27,166 - $29,156
-819 Reduced 2.9%
27,427 $909,000
Q2 2023

Jul 14, 2023
SELL
$31.55 - $33.71 $439,239 - $469,310
-13,922 Reduced 33.02%
28,246 $952,000
Q1 2023

May 11, 2023
SELL
$30.98 - $37.0 $1.05 Million - $1.26 Million
-33,970 Reduced 44.62%
42,168 $1.36 Million
Q4 2022

Feb 14, 2023
BUY
$30.29 - $36.31 $1.55 Million - $1.85 Million
51,064 Added 203.65%
76,138 $2.6 Million
Q3 2022

Nov 14, 2022
SELL
$30.36 - $35.81 $27,111 - $31,978
-893 Reduced 3.44%
25,074 $761,000
Q2 2022

Aug 09, 2022
SELL
$30.84 - $38.22 $53,445 - $66,235
-1,733 Reduced 6.26%
25,967 $817,000
Q1 2022

May 16, 2022
BUY
$35.66 - $41.42 $35,980 - $41,792
1,009 Added 3.78%
27,700 $1.06 Million
Q4 2021

Feb 11, 2022
BUY
$37.54 - $40.62 $18,094 - $19,578
482 Added 1.84%
26,691 $1.04 Million
Q3 2021

Nov 16, 2021
SELL
$35.11 - $39.0 $2,106 - $2,340
-60 Reduced 0.23%
26,209 $984,000
Q2 2021

Aug 12, 2021
BUY
$34.47 - $38.47 $107,649 - $120,141
3,123 Added 13.49%
26,269 $964,000
Q1 2021

May 17, 2021
BUY
$28.95 - $34.77 $7,816 - $9,387
270 Added 1.18%
23,146 $788,000
Q4 2020

Feb 09, 2021
SELL
$23.61 - $29.48 $148,270 - $185,134
-6,280 Reduced 21.54%
22,876 $674,000
Q3 2020

Nov 12, 2020
SELL
$22.68 - $25.49 $43,704 - $49,119
-1,927 Reduced 6.2%
29,156 $702,000
Q2 2020

Jul 27, 2020
BUY
$19.55 - $26.74 $333,151 - $455,676
17,041 Added 121.36%
31,083 $719,000
Q1 2020

May 13, 2020
SELL
$17.66 - $31.17 $37,244 - $65,737
-2,109 Reduced 13.06%
14,042 $292,000
Q4 2019

Jan 22, 2020
SELL
$26.78 - $30.94 $14,139 - $16,336
-528 Reduced 3.17%
16,151 $497,000
Q3 2019

Oct 15, 2019
SELL
$27.86 - $28.52 $37,332 - $38,216
-1,340 Reduced 7.44%
16,679 $467,000
Q2 2019

Jul 19, 2019
SELL
N/A
-635 Reduced 3.4%
18,019 $497,000
Q1 2019

May 10, 2019
SELL
N/A
-639 Reduced 3.31%
18,654 $480,000
Q4 2018

Feb 13, 2019
SELL
N/A
-1,161 Reduced 5.68%
19,293 $460,000
Q3 2018

Nov 14, 2018
SELL
N/A
-885 Reduced 4.15%
20,454 $564,000
Q2 2018

Aug 03, 2018
BUY
N/A
875 Added 4.28%
21,339 $567,000
Q1 2018

Apr 20, 2018
BUY
N/A
488 Added 2.44%
20,464 $564,000
Q4 2017

Feb 02, 2018
BUY
N/A
19,976
19,976 $558,000

Others Institutions Holding XLF

# of Institutions
2,045
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 Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, 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 Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email