Spartan Planning & Wealth Management Financial Sector Spdr Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 3,113 shares of XLF stock, worth $152,879. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,113
Previous 1,453 114.25%
Holding current value
$152,879
Previous $48,000 143.75%
% of portfolio
0.13%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
BUY
$31.45 - $37.72 $52,207 - $62,615
1,660 Added 114.25%
3,113 $117,000
Q3 2023

Nov 17, 2023
BUY
$33.17 - $35.6 $48,196 - $51,726
1,453 New
1,453 $48,000

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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