Blue Chip Partners, Inc. Financial Sector Spdr Transaction History

Blue Chip Partners, Inc.

$1.13 Billion
Q4 2024

A detailed history of Blue Chip Partners, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Blue Chip Partners, Inc. holds 35,145 shares of XLF stock, worth $1.78 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

35,145

Previous 35,311 0.47%

Holding current value

$1.78 Million

Previous $1.6 Million 6.13%

% of portfolio

0.15%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$44.89 - $51.34 $7,451 - $8,522	-166 Reduced 0.47%	35,145 $1.7 Million
Q3 2024 Nov 04, 2024	BUY	$40.84 - $45.74 $490 - $548	12 Added 0.03%	35,311 $1.6 Million
Q2 2024 Jul 29, 2024	BUY	$39.59 - $42.49 $5,265 - $5,651	133 Added 0.38%	35,299 $1.45 Million
Q1 2024 Apr 25, 2024	SELL	$37.27 - $42.12 $190,263 - $215,022	-5,105 Reduced 12.68%	35,166 $1.48 Million
Q4 2023 Feb 05, 2024	BUY	$31.45 - $37.72 $95,073 - $114,027	3,023 Added 8.12%	40,271 $1.51 Million
Q3 2023 Oct 30, 2023	SELL	$33.17 - $35.6 $52,275 - $56,105	-1,576 Reduced 4.06%	37,248 $1.24 Million
Q2 2023 Aug 02, 2023	SELL	$31.55 - $33.71 $1.76 Million - $1.88 Million	-55,917 Reduced 59.02%	38,824 $1.31 Million
Q1 2023 May 01, 2023	BUY	$30.98 - $37.0 $1.73 Million - $2.07 Million	55,906 Added 143.96%	94,741 $3.05 Million
Q4 2022 Feb 01, 2023	BUY	$30.29 - $36.31 $877,289 - $1.05 Million	28,963 Added 293.39%	38,835 $1.33 Million
Q3 2022 Oct 27, 2022	BUY	$30.36 - $35.81 $6,011 - $7,090	198 Added 2.05%	9,872 $300,000
Q2 2022 Aug 01, 2022	BUY	$30.84 - $38.22 $210,883 - $261,348	6,838 Added 241.11%	9,674 $304,000
Q1 2022 May 04, 2022	BUY	$35.66 - $41.42 $101,131 - $117,467	2,836 New	2,836 $109,000
Q3 2020 Oct 27, 2020	SELL	$22.68 - $25.49 $155,176 - $174,402	-6,842 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$19.55 - $26.74 $645 - $882	33 Added 0.48%	6,842 $158,000
Q1 2020 May 08, 2020	BUY	$17.66 - $31.17 $120,246 - $212,236	6,809 New	6,809 $142,000
Q1 2019 Apr 23, 2019	SELL	N/A	-85,571 Closed	0 $0
Q4 2018 Feb 05, 2019	BUY	N/A	85,571 New	85,571 $2.04 Million

Others Institutions Holding XLF

# of Institutions

2,034

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Chip Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Partners, Inc. with notifications on news.

Account

Blue Chip Partners, Inc. Financial Sector Spdr Transaction History