Balboa Wealth Partners Financial Sector Spdr Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

A detailed history of Balboa Wealth Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Balboa Wealth Partners holds 16,934 shares of XLF stock, worth $844,498. This represents 0.2% of its overall portfolio holdings.

Number of Shares

16,934

Previous 25,482 33.55%

Holding current value

$844,498

Previous $1.05 Million 26.74%

% of portfolio

0.2%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$40.84 - $45.74 $349,100 - $390,985	-8,548 Reduced 33.55%	16,934 $767,000
Q2 2024 Aug 13, 2024	BUY	$39.59 - $42.49 $354,726 - $380,710	8,960 Added 54.23%	25,482 $1.05 Million
Q1 2024 May 13, 2024	SELL	$37.27 - $42.12 $151,614 - $171,344	-4,068 Reduced 19.76%	16,522 $695,000
Q4 2023 Feb 09, 2024	SELL	$31.45 - $37.72 $33,620 - $40,322	-1,069 Reduced 4.94%	20,590 $774,000
Q3 2023 Oct 23, 2023	BUY	$33.17 - $35.6 $44,116 - $47,348	1,330 Added 6.54%	21,659 $718,000
Q2 2023 Aug 08, 2023	SELL	$31.55 - $33.71 $185,387 - $198,079	-5,876 Reduced 22.42%	20,329 $685,000
Q1 2023 May 11, 2023	BUY	$30.98 - $37.0 $197,311 - $235,653	6,369 Added 32.11%	26,205 $842,000
Q4 2022 Feb 14, 2023	SELL	$30.29 - $36.31 $240,320 - $288,083	-7,934 Reduced 28.57%	19,836 $678,000
Q3 2022 Jan 04, 2023	BUY	$30.36 - $35.81 $843,097 - $994,443	27,770 New	27,770 $843,000

Others Institutions Holding XLF

# of Institutions

1,837

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Balboa Wealth Partners Financial Sector Spdr Transaction History