Steel Peak Wealth Management LLC Financial Sector Spdr Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 50,886 shares of XLF stock, worth $2.62 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

50,886

Previous 51,402 1.0%

Holding current value

$2.62 Million

Previous $2.33 Million 5.58%

% of portfolio

0.1%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$44.89 - $51.34 $23,163 - $26,491	-516 Reduced 1.0%	50,886 $2.46 Million
Q3 2024 Oct 25, 2024	BUY	$40.84 - $45.74 $94,830 - $106,208	2,322 Added 4.73%	51,402 $2.33 Million
Q2 2024 Jul 16, 2024	SELL	$39.59 - $42.49 $48,893 - $52,475	-1,235 Reduced 2.45%	49,080 $2.02 Million
Q1 2024 Apr 17, 2024	SELL	$37.27 - $42.12 $16,957 - $19,164	-455 Reduced 0.9%	50,315 $2.12 Million
Q4 2023 Jan 23, 2024	SELL	$31.45 - $37.72 $377 - $452	-12 Reduced 0.02%	50,770 $1.91 Million
Q3 2023 Nov 02, 2023	BUY	$33.17 - $35.6 $87,966 - $94,411	2,652 Added 5.51%	50,782 $1.68 Million
Q2 2023 Aug 02, 2023	BUY	$31.55 - $33.71 $257,353 - $274,972	8,157 Added 20.41%	48,130 $1.62 Million
Q1 2023 May 05, 2023	BUY	$30.98 - $37.0 $196,010 - $234,099	6,327 Added 18.8%	39,973 $1.29 Million
Q3 2022 Oct 26, 2022	SELL	$30.36 - $35.81 $15,210 - $17,940	-501 Reduced 1.47%	33,646 $1.02 Million
Q2 2022 Aug 02, 2022	SELL	$30.84 - $38.22 $1.35 Million - $1.67 Million	-43,727 Reduced 56.15%	34,147 $1.07 Million
Q1 2022 May 10, 2022	BUY	$35.66 - $41.42 $724,753 - $841,820	20,324 Added 35.32%	77,874 $2.98 Million
Q4 2021 Jan 31, 2022	BUY	$37.54 - $40.62 $552,588 - $597,926	14,720 Added 34.37%	57,550 $2.25 Million
Q3 2021 Nov 15, 2021	SELL	$35.11 - $39.0 $82,754 - $91,923	-2,357 Reduced 5.22%	42,830 $1.61 Million
Q2 2021 Aug 13, 2021	SELL	$34.47 - $38.47 $56,392 - $62,936	-1,636 Reduced 3.49%	45,187 $1.66 Million
Q1 2021 May 18, 2021	BUY	$28.95 - $34.77 $7,237 - $8,692	250 Added 0.54%	46,823 $1.59 Million
Q4 2020 Feb 04, 2021	BUY	$23.61 - $29.48 $29,158 - $36,407	1,235 Added 2.72%	46,573 $1.37 Million
Q3 2020 Oct 26, 2020	BUY	$22.68 - $25.49 $74,775 - $84,040	3,297 Added 7.84%	45,338 $1.09 Million
Q2 2020 Jul 21, 2020	BUY	$19.55 - $26.74 $151,141 - $206,726	7,731 Added 22.53%	42,041 $973,000
Q1 2020 Apr 16, 2020	BUY	$17.66 - $31.17 $26,119 - $46,100	1,479 Added 4.5%	34,310 $714,000
Q4 2019 Feb 06, 2020	BUY	$26.78 - $30.94 $879,214 - $1.02 Million	32,831 New	32,831 $1.01 Million

Others Institutions Holding XLF

# of Institutions

1,904

Shares Held

710M

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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Steel Peak Wealth Management LLC Financial Sector Spdr Transaction History