A detailed history of Bsw Wealth Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Bsw Wealth Partners holds 6,267 shares of XLF stock, worth $305,578. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,267
Holding current value
$305,578
% of portfolio
0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

BUY
$47.32 - $52.19 $296,554 - $327,074
6,267 New
6,267 $312,000
Q1 2024

Apr 23, 2024

SELL
$37.27 - $42.12 $47,146 - $53,281
-1,265 Reduced 17.62%
5,916 $249,000
Q4 2023

Jan 25, 2024

BUY
$31.45 - $37.72 $225,842 - $270,867
7,181 New
7,181 $270,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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