Balboa Wealth Partners Financial Sector Spdr Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Balboa Wealth Partners holds 16,522 shares of XLF stock, worth $688,636. This represents 0.22% of its overall portfolio holdings.

Number of Shares
16,522
Previous 20,590 19.76%
Holding current value
$688,636
Previous $774,000 10.21%
% of portfolio
0.22%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$33.4 - $36.31 $264,995 - $288,083
-7,934 Reduced 28.57%
19,836 $678,000
Q3 2022

Jan 04, 2023
BUY
N/A
27,770 New
27,770 $843,000

Others Institutions Holding XLF

# of Institutions
1,723
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

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