Bsw Wealth Partners Financial Sector Spdr Transaction History

Bsw Wealth Partners

  • $805 Million
  • Q4 2025

A detailed history of Bsw Wealth Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Bsw Wealth Partners holds 5,418 shares of XLF stock, worth $284,174. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,418
Previous 5,407 0.2%
Holding current value
$284,174
Previous $291,000 2.41%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$51.76 - $53.77 $569 - $591
11 Added 0.2%
5,418 $284,000
Q3 2025

Oct 15, 2025
SELL
$51.37 - $54.25 $44,743 - $47,251
-871 Reduced 13.87%
5,407 $291,000
Q2 2025

Jul 18, 2025
BUY
$43.92 - $52.37 $483 - $576
11 Added 0.18%
6,278 $328,000
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

# of Institutions
2,188
Shares Held
767M
Call Options Held
128M
Put Options Held
242M
View Full List

About FINANCIAL SECTOR SPDR

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