Wealth Preservation Advisors, LLC Financial Sector Spdr Transaction History

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025

A detailed history of Wealth Preservation Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 12,206 shares of XLF stock, worth $640,204. This represents 0.38% of its overall portfolio holdings.

Number of Shares
12,206
Previous 12,206 -0.0%
Holding current value
$640,204
Previous $639 Million 2.86%
% of portfolio
0.38%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$43.92 - $52.37 $219 - $261
5 Added 0.04%
12,206 $639 Million
Q1 2025

May 14, 2025
BUY
$47.32 - $52.19 $577,351 - $636,770
12,201 New
12,201 $608 Million

Others Institutions Holding XLF

# of Institutions
2,165
Shares Held
764M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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