Spire Wealth Management Financial Sector Spdr Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Spire Wealth Management holds 758,127 shares of XLF stock, worth $38.6 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

758,127

Previous 725,195 4.54%

Holding current value

$38.6 Million

Previous $32.9 Million 11.49%

% of portfolio

1.17%

Previous 1.11%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$44.89 - $51.34 $1.48 Million - $1.69 Million	32,932 Added 4.54%	758,127 $36.6 Million
Q3 2024 Oct 15, 2024	SELL	$40.84 - $45.74 $1.46 Million - $1.64 Million	-35,867 Reduced 4.71%	725,195 $32.9 Million
Q2 2024 Jul 31, 2024	SELL	$39.59 - $42.49 $3.75 Million - $4.03 Million	-94,845 Reduced 11.08%	761,062 $31.3 Million
Q1 2024 Apr 24, 2024	BUY	$37.27 - $42.12 $174,982 - $197,753	4,695 Added 0.55%	855,907 $36.1 Million
Q4 2023 Feb 06, 2024	BUY	$31.45 - $37.72 $8.15 Million - $9.78 Million	259,270 Added 43.8%	851,212 $32 Million
Q3 2023 Nov 08, 2023	BUY	$33.17 - $35.6 $3.74 Million - $4.01 Million	112,607 Added 23.49%	591,942 $19.6 Million
Q2 2023 Aug 09, 2023	BUY	$31.55 - $33.71 $1.85 Million - $1.98 Million	58,782 Added 13.98%	479,335 $16.2 Million
Q1 2023 May 09, 2023	BUY	$30.98 - $37.0 $2.37 Million - $2.84 Million	76,654 Added 22.29%	420,553 $13.5 Million
Q4 2022 Feb 03, 2023	SELL	$30.29 - $36.31 $1.04 Million - $1.25 Million	-34,430 Reduced 9.1%	343,899 $11.8 Million
Q3 2022 Nov 07, 2022	SELL	$30.36 - $35.81 $2.4 Million - $2.83 Million	-78,974 Reduced 17.27%	378,329 $11.5 Million
Q2 2022 Jul 22, 2022	SELL	$30.84 - $38.22 $4.8 Million - $5.95 Million	-155,557 Reduced 25.38%	457,303 $14.4 Million
Q1 2022 Apr 18, 2022	SELL	$35.66 - $41.42 $4.34 Million - $5.04 Million	-121,697 Reduced 16.57%	612,860 $23.1 Million
Q4 2021 Jan 14, 2022	BUY	$37.54 - $40.62 $1.68 Million - $1.81 Million	44,628 Added 6.47%	734,557 $28.8 Million
Q3 2021 Oct 22, 2021	SELL	$35.11 - $39.0 $4.26 Million - $4.74 Million	-121,414 Reduced 14.96%	689,929 $25.9 Million
Q2 2021 Jul 26, 2021	BUY	$34.47 - $38.47 $8.01 Million - $8.94 Million	232,293 Added 40.12%	811,343 $29.8 Million
Q1 2021 May 21, 2021	BUY	$28.95 - $34.77 $16.8 Million - $20.1 Million	579,050 New	579,050 $19.6 Million

Others Institutions Holding XLF

# of Institutions

1,869

Shares Held

703M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Spire Wealth Management Financial Sector Spdr Transaction History