Wealth Effects LLC Financial Sector Spdr Transaction History

Wealth Effects LLC

  • $255 Million
  • Q3 2024

A detailed history of Wealth Effects LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealth Effects LLC holds 8,597 shares of XLF stock, worth $421,167. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,597
Previous 6,897 24.65%
Holding current value
$421,167
Previous $283,000 37.46%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Oct 21, 2024
BUY
$40.84 - $45.74 $69,428 - $77,758
1,700 Added 24.65%
8,597 $389,000
Q2 2024

Aug 02, 2024
SELL
$39.59 - $42.49 $74,191 - $79,626
-1,874 Reduced 21.37%
6,897 $283,000
Q1 2024

Apr 22, 2024
SELL
$37.27 - $42.12 $83,745 - $94,643
-2,247 Reduced 20.39%
8,771 $369,000
Q4 2023

Jan 29, 2024
BUY
$31.45 - $37.72 $346,516 - $415,598
11,018 New
11,018 $414,000
Q4 2022

Feb 02, 2023
BUY
$30.29 - $36.31 $183,769 - $220,292
6,067 New
6,067 $207,000
Q2 2022

Aug 03, 2022
SELL
$30.84 - $38.22 $191,516 - $237,346
-6,210 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$35.66 - $41.42 $16,046 - $18,639
450 Added 7.81%
6,210 $238,000
Q4 2021

Feb 09, 2022
BUY
$37.54 - $40.62 $216,230 - $233,971
5,760 New
5,760 $225,000

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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