Tradition Wealth Management, LLC Financial Sector Spdr Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q4 2024

A detailed history of Tradition Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 27,510 shares of XLF stock, worth $1.28 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

27,510

Previous 26,937 2.13%

Holding current value

$1.28 Million

Previous $1.22 Million 8.93%

% of portfolio

0.13%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$44.89 - $51.34 $25,721 - $29,417	573 Added 2.13%	27,510 $1.33 Million
Q3 2024 Nov 14, 2024	SELL	$40.84 - $45.74 $6,534 - $7,318	-160 Reduced 0.59%	26,937 $1.22 Million
Q2 2024 Aug 12, 2024	SELL	$39.59 - $42.49 $13,618 - $14,616	-344 Reduced 1.25%	27,097 $1.11 Million
Q1 2024 May 13, 2024	BUY	$37.27 - $42.12 $23,890 - $26,998	641 Added 2.39%	27,441 $1.16 Million
Q4 2023 Feb 12, 2024	BUY	$31.45 - $37.72 $39,752 - $47,678	1,264 Added 4.95%	26,800 $1.01 Million
Q3 2023 Nov 13, 2023	BUY	$33.17 - $35.6 $35,624 - $38,234	1,074 Added 4.39%	25,536 $847,000
Q2 2023 Aug 14, 2023	SELL	$31.55 - $33.71 $36,755 - $39,272	-1,165 Reduced 4.55%	24,462 $825,000
Q1 2023 May 11, 2023	BUY	$30.98 - $37.0 $23,575 - $28,157	761 Added 3.06%	25,627 $824,000
Q4 2022 Feb 03, 2023	SELL	$30.29 - $36.31 $47,161 - $56,534	-1,557 Reduced 5.89%	24,866 $850,000
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $941 - $1,110	-31 Reduced 0.12%	26,423 $802,000
Q2 2022 Aug 02, 2022	BUY	$30.84 - $38.22 $22,235 - $27,556	721 Added 2.8%	26,454 $832,000
Q1 2022 May 11, 2022	SELL	$35.66 - $41.42 $2,888 - $3,355	-81 Reduced 0.31%	25,733 $986,000
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $1,013 - $1,096	27 Added 0.1%	25,814 $1.01 Million
Q3 2021 Nov 12, 2021	BUY	$35.11 - $39.0 $842 - $936	24 Added 0.09%	25,787 $968,000
Q2 2021 Aug 09, 2021	BUY	$34.47 - $38.47 $12,098 - $13,502	351 Added 1.38%	25,763 $945,000
Q1 2021 May 14, 2021	BUY	$28.95 - $34.77 $136,383 - $163,801	4,711 Added 22.76%	25,412 $865,000
Q4 2020 Feb 16, 2021	BUY	$23.61 - $29.48 $488,750 - $610,265	20,701 New	20,701 $610,000

Others Institutions Holding XLF

# of Institutions

2,057

Shares Held

762M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Tradition Wealth Management, LLC Financial Sector Spdr Transaction History