Spartan Planning & Wealth Management Financial Sector Spdr Transaction History

Spartan Planning & Wealth Management

  • $106 Million
  • Q4 2024

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 10,635 shares of XLF stock, worth $549,616. This represents 0.49% of its overall portfolio holdings.

Number of Shares
10,635
Previous 3,113 241.63%
Holding current value
$549,616
Previous $117,000 338.46%
% of portfolio
0.49%
Previous 0.13%

Shares

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

Jan 07, 2025
BUY
$44.89 - $51.34 $337,662 - $386,179
7,522 Added 241.63%
10,635 $513,000
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
1,919
Shares Held
710M
Call Options Held
160M
Put Options Held
321M
View Full List

About FINANCIAL SECTOR SPDR

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