Wilbanks Smith & Thomas Asset Management LLC Financial Sector Spdr Transaction History

Wilbanks Smith & Thomas Asset Management LLC

  • $3.54 Billion
  • Q1 2024

A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 14,309 shares of XLF stock, worth $697,563. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,309
Previous 15,061 4.99%
Holding current value
$697,563
Previous $566,000 6.36%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$37.27 - $42.12 $28,027 - $31,674
-752 Reduced 4.99%
14,309 $602,000
Q4 2023

Feb 06, 2024
BUY
$31.45 - $37.72 $188 - $226
6 Added 0.04%
15,061 $566,000
Q3 2023

Nov 06, 2023
BUY
$33.17 - $35.6 $165 - $178
5 Added 0.03%
15,055 $499,000
Q2 2023

Aug 08, 2023
SELL
$31.55 - $33.71 $14,544 - $15,540
-461 Reduced 2.97%
15,050 $507,000
Q1 2023

May 05, 2023
BUY
$30.98 - $37.0 $57,343 - $68,487
1,851 Added 13.55%
15,511 $498,000
Q4 2022

Feb 14, 2023
BUY
$30.29 - $36.31 $413,761 - $495,994
13,660 New
13,660 $467,000
Q4 2018

Feb 08, 2019
SELL
N/A
-2,345 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
2,345 New
2,345 $65,000

About FINANCIAL SECTOR SPDR

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