A detailed history of Golden State Equity Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Golden State Equity Partners holds 7,376 shares of XLF stock, worth $336,861. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,376
Previous 7,272 1.43%
Holding current value
$336,861
Previous $273,000 10.99%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

BUY
$39.59 - $42.49 $4,117 - $4,418
104 Added 1.43%
7,376 $303,000
Q4 2023

Feb 02, 2024

SELL
$31.45 - $37.72 $24,468 - $29,346
-778 Reduced 9.66%
7,272 $273,000
Q3 2023

Oct 20, 2023

SELL
$33.17 - $35.6 $22,456 - $24,101
-677 Reduced 7.76%
8,050 $267,000
Q2 2023

Jul 19, 2023

BUY
$31.55 - $33.71 $2,366 - $2,528
75 Added 0.87%
8,727 $294,000
Q1 2023

Jun 01, 2023

SELL
$30.98 - $37.0 $239,258 - $285,751
-7,723 Reduced 47.16%
8,652 $278 Million
Q1 2022

May 18, 2022

SELL
$35.66 - $41.42 $248,799 - $288,987
-6,977 Reduced 29.88%
16,375 $627,000
Q1 2022

May 16, 2022

BUY
$35.66 - $41.42 $168,243 - $195,419
4,718 Added 25.32%
23,352 $795,000
Q4 2021

Feb 11, 2022

BUY
$37.54 - $40.62 $2,815 - $3,046
75 Added 0.4%
18,634 $728,000
Q3 2021

Nov 15, 2021

BUY
$35.11 - $39.0 $651,606 - $723,801
18,559 New
18,559 $697,000
Q2 2021

Aug 12, 2021

SELL
$34.47 - $38.47 $804,943 - $898,351
-23,352 Closed
0 $0
Q1 2021

May 13, 2021

SELL
$28.95 - $34.77 $54,773 - $65,784
-1,892 Reduced 7.49%
23,352 $795,000
Q4 2020

Feb 08, 2021

BUY
$23.61 - $29.48 $596,010 - $744,193
25,244 New
25,244 $744,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.