WEALTHSPIRE ADVISORS, LLC – Financial Select Sector SPDR Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$1.35M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.59% | -265 shares | -57K | $30.36 | 44.53K |
| Q2 2022 | share | Increase | +4.82% | 2.06K shares | -229K | $31.45 | 44.79K |
| Q1 2022 | share | Increase | +0.07% | 31 shares | -30K | $38.32 | 42.73K |
| Q4 2021 | share | Decrease | -2.87% | -1.26K shares | 18K | $39.12 | 42.70K |
| Q3 2021 | share | Increase | +32.53% | 10.79K shares | 433K | $37.53 | 43.96K |
| Q2 2021 | share | Decrease | -31.62% | -15.34K shares | -435K | $36.53 | 33.17K |
| Q1 2021 | share | Increase | +53.79% | 16.97K shares | 722K | $33.77 | 48.51K |
| Q4 2020 | share | Increase | 0.00% | 31.54K shares | 930K | $29.11 | 31.54K |
| Q3 2020 | share | Increase | +41.42% | 8.5K shares | 224K | $23.64 | 29.02K |
| Q2 2020 | share | Increase | +69.22% | 8.39K shares | 223K | $22.6 | 20.52K |
| Q1 2020 | share | Increase | +13.68% | 1.45K shares | -76K | $20.2 | 12.12K |
| Q4 2019 | share | Increase | 0.00% | 10.66K shares | 328K | $29.6 | 10.66K |