Wespac Advisors So Cal, LLC Financial Sector Spdr Transaction History

Wespac Advisors So Cal, LLC

  • $435 Million
  • Q4 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 39,256 shares of XLF stock, worth $1.99 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
39,256
Previous 47,275 16.96%
Holding current value
$1.99 Million
Previous $2.14 Million 11.44%
% of portfolio
0.44%
Previous 0.5%

Shares

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

Jan 24, 2025
SELL
$44.89 - $51.34 $359,972 - $411,695
-8,019 Reduced 16.96%
39,256 $1.9 Million
Q3 2024

Nov 06, 2024
BUY
$40.84 - $45.74 $278,202 - $311,580
6,812 Added 16.84%
47,275 $2.14 Million
Q2 2024

Jul 23, 2024
BUY
$39.59 - $42.49 $397,721 - $426,854
10,046 Added 33.03%
40,463 $1.66 Million
Q1 2024

Apr 18, 2024
BUY
$37.27 - $42.12 $87,584 - $98,982
2,350 Added 8.37%
30,417 $1.28 Million
Q4 2023

Jan 25, 2024
BUY
$31.45 - $37.72 $87,085 - $104,446
2,769 Added 10.95%
28,067 $1.06 Million
Q3 2023

Nov 09, 2023
BUY
$33.17 - $35.6 $7,662 - $8,223
231 Added 0.92%
25,298 $839,000
Q2 2023

Jul 20, 2023
BUY
$31.55 - $33.71 $4,069 - $4,348
129 Added 0.52%
25,067 $845,000
Q1 2023

May 15, 2023
BUY
$30.98 - $37.0 $8,364 - $9,990
270 Added 1.09%
24,938 $801,000
Q4 2022

Jan 25, 2023
BUY
$30.29 - $36.31 $13,933 - $16,702
460 Added 1.9%
24,668 $0
Q3 2022

Nov 10, 2022
SELL
$30.36 - $35.81 $1,214 - $1,432
-40 Reduced 0.16%
24,208 $823,000
Q2 2022

Jul 19, 2022
SELL
$30.84 - $38.22 $13,723 - $17,007
-445 Reduced 1.8%
24,248 $763,000
Q1 2022

May 19, 2022
BUY
$35.66 - $41.42 $18,864 - $21,911
529 Added 2.19%
24,693 $946,000
Q4 2021

Feb 03, 2022
BUY
$37.54 - $40.62 $907,116 - $981,541
24,164 New
24,164 $957,000
Q2 2019

Jul 30, 2019
SELL
N/A
-300 Closed
0 $0
Q4 2018

Feb 07, 2019
SELL
N/A
-2,731 Reduced 90.1%
300 $0
Q3 2018

Oct 22, 2018
BUY
N/A
3,031 New
3,031 $83,000
Q2 2018

Jul 13, 2018
SELL
N/A
-2,856 Closed
0 $0
Q1 2018

Apr 16, 2018
SELL
N/A
-322 Reduced 10.13%
2,856 $78,000
Q3 2017

Nov 03, 2017
BUY
N/A
878 Added 38.17%
3,178 $82,000
Q2 2017

Aug 11, 2017
BUY
N/A
2,300
2,300 $56,000

Others Institutions Holding XLF

# of Institutions
2,034
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

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