Wcg Wealth Advisors LLC Financial Sector Spdr Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 391,089 shares of XLF stock, worth $19.9 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
391,089
Previous 403,617 3.1%
Holding current value
$19.9 Million
Previous $16.6 Million 6.82%
% of portfolio
1.2%
Previous 1.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$40.84 - $45.74 $511,643 - $573,030
-12,528 Reduced 3.1%
391,089 $17.7 Million
Q2 2024

Aug 12, 2024
BUY
$39.59 - $42.49 $36,779 - $39,473
929 Added 0.23%
403,617 $16.6 Million
Q1 2024

May 13, 2024
SELL
$37.27 - $42.12 $3.61 Million - $4.08 Million
-96,765 Reduced 19.37%
402,688 $17 Million
Q4 2023

Feb 08, 2024
SELL
$31.45 - $37.72 $2.35 Million - $2.82 Million
-74,670 Reduced 13.01%
499,453 $18.8 Million
Q3 2023

Nov 09, 2023
BUY
$33.17 - $35.6 $1.22 Million - $1.31 Million
36,730 Added 6.83%
574,123 $19.4 Million
Q2 2023

Aug 14, 2023
BUY
$31.55 - $33.71 $4.38 Million - $4.68 Million
138,788 Added 34.82%
537,393 $18.1 Million
Q1 2023

May 15, 2023
BUY
$30.98 - $37.0 $897,273 - $1.07 Million
28,963 Added 7.84%
398,605 $12.8 Million
Q4 2022

Feb 14, 2023
SELL
$30.29 - $36.31 $106,378 - $127,520
-3,512 Reduced 0.94%
369,642 $12.6 Million
Q3 2022

Nov 14, 2022
BUY
$30.36 - $35.81 $428,865 - $505,852
14,126 Added 3.93%
373,154 $11.3 Million
Q2 2022

Aug 23, 2022
SELL
$30.84 - $38.22 $1.3 Million - $1.61 Million
-42,203 Reduced 10.52%
359,028 $11.3 Million
Q2 2022

Aug 15, 2022
BUY
$30.84 - $38.22 $12.4 Million - $15.3 Million
401,231 New
401,231 $14 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

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