Western Wealth Management, LLC Financial Sector Spdr Transaction History

Western Wealth Management, LLC

$321 Million
Q4 2024

A detailed history of Western Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Western Wealth Management, LLC holds 26,597 shares of XLF stock, worth $1.31 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

26,597

Previous 138,527 80.8%

Holding current value

$1.31 Million

Previous $6.28 Million 79.53%

% of portfolio

0.4%

Previous 0.36%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$44.89 - $51.34 $5.02 Million - $5.75 Million	-111,930 Reduced 80.8%	26,597 $1.29 Million
Q3 2024 Nov 12, 2024	BUY	$40.84 - $45.74 $1.15 Million - $1.28 Million	28,050 Added 25.39%	138,527 $6.28 Million
Q2 2024 Jul 19, 2024	BUY	$39.59 - $42.49 $39,510 - $42,405	998 Added 0.91%	110,477 $4.54 Million
Q1 2024 May 02, 2024	BUY	$37.27 - $42.12 $36,114 - $40,814	969 Added 0.89%	109,479 $4.61 Million
Q4 2023 Jan 31, 2024	BUY	$31.45 - $37.72 $572,673 - $686,843	18,209 Added 20.16%	108,510 $4.08 Million
Q3 2023 Nov 07, 2023	BUY	$33.17 - $35.6 $28,526 - $30,616	860 Added 0.96%	90,301 $3 Million
Q2 2023 Aug 30, 2023	BUY	$31.55 - $33.71 $111,213 - $118,827	3,525 Added 4.1%	89,441 $3.02 Million
Q1 2023 Aug 30, 2023	BUY	$30.98 - $37.0 $220,670 - $263,551	7,123 Added 9.04%	85,916 $2.76 Million
Q4 2022 Feb 02, 2023	SELL	$30.29 - $36.31 $2.38 Million - $2.86 Million	-78,680 Reduced 49.96%	78,793 $2.69 Million
Q3 2022 Nov 04, 2022	SELL	$30.36 - $35.81 $506,769 - $597,740	-16,692 Reduced 9.58%	157,473 $4.78 Million
Q2 2022 Jul 18, 2022	SELL	$30.84 - $38.22 $1.25 Million - $1.55 Million	-40,664 Reduced 18.93%	174,165 $5.49 Million
Q1 2022 May 10, 2022	BUY	$35.66 - $41.42 $4.47 Million - $5.19 Million	125,344 Added 140.07%	214,829 $8.23 Million
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $738,411 - $798,995	19,670 Added 28.17%	89,485 $3.5 Million
Q2 2021 Aug 09, 2021	BUY	$34.47 - $38.47 $867,161 - $967,789	25,157 Added 56.33%	69,815 $2.57 Million
Q1 2021 May 14, 2021	BUY	$28.95 - $34.77 $313,557 - $376,593	10,831 Added 32.02%	44,658 $1.52 Million
Q4 2020 Feb 10, 2021	SELL	$23.61 - $29.48 $56,168 - $70,132	-2,379 Reduced 6.57%	33,827 $997,000
Q3 2020 Oct 27, 2020	SELL	$22.68 - $25.49 $80,740 - $90,744	-3,560 Reduced 8.95%	36,206 $872,000
Q2 2020 Jul 20, 2020	SELL	$19.55 - $26.74 $129,714 - $177,419	-6,635 Reduced 14.3%	39,766 $920,000
Q1 2020 Apr 27, 2020	SELL	$17.66 - $31.17 $259,089 - $457,295	-14,671 Reduced 24.02%	46,401 $961,000
Q4 2019 Feb 10, 2020	SELL	$26.78 - $30.94 $126,696 - $146,377	-4,731 Reduced 7.19%	61,072 $1.88 Million
Q3 2019 Nov 08, 2019	SELL	$27.86 - $28.52 $21,730 - $22,245	-780 Reduced 1.17%	65,803 $1.77 Million
Q2 2019 Aug 06, 2019	BUY	N/A	1,736 Added 2.68%	66,583 $1.85 Million
Q1 2019 May 10, 2019	SELL	N/A	-7,212 Reduced 10.01%	64,847 $1.67 Million
Q4 2018 Feb 15, 2019	BUY	N/A	72,059 New	72,059 $1.72 Million

Others Institutions Holding XLF

# of Institutions

2,044

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Western Wealth Management, LLC Financial Sector Spdr Transaction History