A detailed history of Wealthedge Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 61,158 shares of XLF stock, worth $3.21 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
61,158
Previous 40,003 52.88%
Holding current value
$3.21 Million
Previous $2.1 Billion 57.26%
% of portfolio
1.25%
Previous 0.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$51.37 - $54.25 $1.09 Million - $1.15 Million
21,155 Added 52.88%
61,158 $3.29 Billion
Q2 2025

Aug 13, 2025

BUY
$43.92 - $52.37 $164,436 - $196,073
3,744 Added 10.33%
40,003 $2.1 Billion
Q1 2025

May 13, 2025

BUY
$47.32 - $52.19 $572,808 - $631,759
12,105 Added 50.12%
36,259 $1.81 Billion
Q4 2024

Mar 12, 2025

BUY
$44.89 - $51.34 $1.08 Million - $1.24 Million
24,154 New
24,154 $1.17 Billion

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Wealthedge Investment Advisors, LLC Portfolio

Follow Wealthedge Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthedge Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthedge Investment Advisors, LLC with notifications on news.