Wealthpoint, LLC Financial Sector Spdr Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

A detailed history of Wealthpoint, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealthpoint, LLC holds 89,758 shares of XLF stock, worth $4.26 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

89,758

Previous 99,180 9.5%

Holding current value

$4.26 Million

Previous $3.34 Million 10.95%

% of portfolio

1.2%

Previous 1.23%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	SELL	$33.17 - $35.6 $312,527 - $335,423	-9,422 Reduced 9.5%	89,758 $2.98 Million
Q2 2023 Jul 24, 2023	SELL	$31.55 - $33.71 $205,611 - $219,688	-6,517 Reduced 6.17%	99,180 $3.34 Million
Q1 2023 Apr 20, 2023	SELL	$30.98 - $37.0 $37,857 - $45,214	-1,222 Reduced 1.14%	105,697 $3.4 Million
Q4 2022 Jan 24, 2023	SELL	$30.29 - $36.31 $164,717 - $197,453	-5,438 Reduced 4.84%	106,919 $0
Q3 2022 Oct 18, 2022	SELL	$30.36 - $35.81 $559,140 - $659,512	-18,417 Reduced 14.08%	112,357 $3.41 Million
Q2 2022 Jul 18, 2022	SELL	$30.84 - $38.22 $155,649 - $192,896	-5,047 Reduced 3.72%	130,774 $4.11 Million
Q1 2022 Apr 27, 2022	SELL	$35.66 - $41.42 $242,701 - $281,904	-6,806 Reduced 4.77%	135,821 $5.21 Million
Q4 2021 Feb 11, 2022	SELL	$37.54 - $40.62 $396,910 - $429,475	-10,573 Reduced 6.9%	142,627 $5.57 Million
Q3 2021 Nov 01, 2021	SELL	$35.11 - $39.0 $273,787 - $304,122	-7,798 Reduced 4.84%	153,200 $5.75 Million
Q2 2021 Jul 26, 2021	BUY	$34.47 - $38.47 $68,250 - $76,170	1,980 Added 1.25%	160,998 $5.91 Million
Q1 2021 Apr 27, 2021	BUY	$28.95 - $34.77 $247,696 - $297,492	8,556 Added 5.69%	159,018 $5.42 Million
Q4 2020 Feb 08, 2021	SELL	$23.61 - $29.48 $871,279 - $1.09 Million	-36,903 Reduced 19.7%	150,462 $4.44 Million
Q3 2020 Nov 09, 2020	SELL	$22.68 - $25.49 $633,202 - $711,655	-27,919 Reduced 12.97%	187,365 $4.51 Million
Q2 2020 Aug 06, 2020	BUY	$19.55 - $26.74 $173,408 - $237,183	8,870 Added 4.3%	215,284 $4.98 Million
Q1 2020 Apr 16, 2020	SELL	$17.66 - $31.17 $307,672 - $543,043	-17,422 Reduced 7.78%	206,414 $4.3 Million
Q4 2019 Jan 31, 2020	BUY	$26.78 - $30.94 $664,492 - $767,714	24,813 Added 12.47%	223,836 $6.89 Million
Q3 2019 Nov 14, 2019	BUY	$27.86 - $28.52 $174,375 - $178,506	6,259 Added 3.25%	199,023 $5.57 Million
Q2 2019 Aug 08, 2019	BUY	N/A	174,365 Added 947.69%	192,764 $5.32 Million
Q1 2019 May 16, 2019	SELL	N/A	-139,302 Reduced 88.33%	18,399 $477,000
Q4 2018 Feb 15, 2019	BUY	N/A	157,701 New	157,701 $3.76 Million

Others Institutions Holding XLF

# of Institutions

2,045

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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