Wetherby Asset Management Inc Financial Sector Spdr Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Wetherby Asset Management Inc holds 5,940 shares of XLF stock, worth $289,575. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,940
Previous 5,940 -0.0%
Holding current value
$289,575
Previous $244,000 10.25%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$31.45 - $37.72 $186,813 - $224,056
5,940 New
5,940 $223,000
Q2 2023

Aug 14, 2023
BUY
$31.55 - $33.71 $187,407 - $200,237
5,940 New
5,940 $200,000
Q4 2022

Feb 14, 2023
BUY
$30.29 - $36.31 $186,646 - $223,742
6,162 New
6,162 $210,000
Q2 2022

Aug 15, 2022
SELL
$30.84 - $38.22 $172,919 - $214,299
-5,607 Reduced 44.59%
6,968 $219,000
Q1 2022

May 16, 2022
SELL
$35.66 - $41.42 $352,891 - $409,892
-9,896 Reduced 44.04%
12,575 $482,000
Q4 2021

Feb 14, 2022
BUY
$37.54 - $40.62 $52,668 - $56,989
1,403 Added 6.66%
22,471 $878,000
Q3 2021

Nov 15, 2021
BUY
$35.11 - $39.0 $62,601 - $69,537
1,783 Added 9.25%
21,068 $791,000
Q2 2021

Aug 16, 2021
BUY
$34.47 - $38.47 $437,424 - $488,184
12,690 Added 192.42%
19,285 $708,000
Q1 2021

May 14, 2021
SELL
$28.95 - $34.77 $211,479 - $253,994
-7,305 Reduced 52.55%
6,595 $225,000
Q4 2020

Feb 11, 2021
BUY
$23.61 - $29.48 $10,860 - $13,560
460 Added 3.42%
13,900 $409,000
Q3 2020

Nov 13, 2020
BUY
$22.68 - $25.49 $304,819 - $342,585
13,440 New
13,440 $324,000
Q1 2020

May 06, 2020
SELL
$17.66 - $31.17 $116,467 - $205,566
-6,595 Closed
0 $0
Q4 2019

Jan 28, 2020
BUY
$26.78 - $30.94 $176,614 - $204,049
6,595 New
6,595 $203,000
Q4 2018

Jan 30, 2019
SELL
N/A
-7,718 Closed
0 $0
Q3 2018

Nov 07, 2018
BUY
N/A
7,718 New
7,718 $213,000
Q1 2018

May 04, 2018
SELL
N/A
-8,127 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
8,127
8,127 $210,000

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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