Wealth Bridge Capital Management, LLC Financial Sector Spdr Transaction History

Wealth Bridge Capital Management, LLC

  • $354 Million
  • Q4 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 13,748 shares of XLF stock, worth $691,249. This represents 0.19% of its overall portfolio holdings.

Number of Shares
13,748
Previous 13,947 1.43%
Holding current value
$691,249
Previous $632,000 5.06%
% of portfolio
0.19%
Previous 0.18%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$44.89 - $51.34 $8,933 - $10,216
-199 Reduced 1.43%
13,748 $664,000
Q3 2024

Oct 07, 2024
BUY
$40.84 - $45.74 $4,696 - $5,260
115 Added 0.83%
13,947 $632,000
Q2 2024

Aug 02, 2024
BUY
$39.59 - $42.49 $28,188 - $30,252
712 Added 5.43%
13,832 $568,000
Q1 2024

Apr 30, 2024
BUY
$37.27 - $42.12 $74,465 - $84,155
1,998 Added 17.96%
13,120 $552,000
Q4 2023

Feb 12, 2024
SELL
$31.45 - $37.72 $123,692 - $148,352
-3,933 Reduced 26.12%
11,122 $418,000
Q3 2023

Nov 08, 2023
SELL
$33.17 - $35.6 $81,133 - $87,077
-2,446 Reduced 13.98%
15,055 $499,000
Q2 2023

Aug 01, 2023
BUY
$31.55 - $33.71 $7,351 - $7,854
233 Added 1.35%
17,501 $589,000
Q1 2023

May 10, 2023
BUY
$30.98 - $37.0 $57,220 - $68,339
1,847 Added 11.98%
17,268 $555,000
Q4 2022

Jan 31, 2023
SELL
$30.29 - $36.31 $23,141 - $27,740
-764 Reduced 4.72%
15,421 $527,000
Q2 2022

Aug 12, 2022
SELL
$30.84 - $38.22 $25,257 - $31,302
-819 Reduced 4.82%
16,185 $509,000
Q1 2022

Apr 15, 2022
BUY
$35.66 - $41.42 $34,982 - $40,633
981 Added 6.12%
17,004 $652,000
Q4 2021

Feb 11, 2022
SELL
$37.54 - $40.62 $42,720 - $46,225
-1,138 Reduced 6.63%
16,023 $626,000
Q3 2021

Nov 12, 2021
SELL
$35.11 - $39.0 $79,769 - $88,608
-2,272 Reduced 11.69%
17,161 $644,000
Q2 2021

Aug 16, 2021
BUY
$34.47 - $38.47 $210,818 - $235,282
6,116 Added 45.93%
19,433 $713,000
Q1 2021

May 17, 2021
SELL
$28.95 - $34.77 $51,559 - $61,925
-1,781 Reduced 11.8%
13,317 $453,000
Q1 2020

May 15, 2020
SELL
$17.66 - $31.17 $1.05 Million - $1.85 Million
-59,235 Reduced 79.69%
15,098 $314,000
Q4 2019

Feb 12, 2020
SELL
$26.78 - $30.94 $227,228 - $262,525
-8,485 Reduced 10.25%
74,333 $2.29 Million
Q3 2019

Nov 14, 2019
SELL
$27.86 - $28.52 $241,406 - $247,125
-8,665 Reduced 9.47%
82,818 $2.32 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,502 Added 1.67%
91,483 $2.18 Million
Q1 2019

May 15, 2019
SELL
N/A
-1,502 Reduced 1.64%
89,981 $2.46 Million
Q4 2018

Feb 14, 2019
BUY
N/A
91,483 New
91,483 $2.18 Million

Others Institutions Holding XLF

# of Institutions
2,043
Shares Held
761M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

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