Castleview Partners, LLC Financial Sector Spdr Transaction History

Castleview Partners, LLC

  • $151 Million
  • Q4 2024

A detailed history of Castleview Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Castleview Partners, LLC holds 350 shares of XLF stock, worth $17,948. This represents 0.01% of its overall portfolio holdings.

Number of Shares
350
Holding current value
$17,948
% of portfolio
0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$44.89 - $51.34 $15,711 - $17,969
350 New
350 $16,000
Q2 2024

Jul 31, 2024
SELL
$39.59 - $42.49 $300,250 - $322,244
-7,584 Reduced 98.49%
116 $4,000
Q1 2024

May 09, 2024
BUY
$37.27 - $42.12 $284,071 - $321,038
7,622 Added 9771.79%
7,700 $324,000
Q4 2023

Feb 05, 2024
SELL
$31.45 - $37.72 $665,419 - $798,079
-21,158 Reduced 99.63%
78 $2,000
Q3 2023

Oct 26, 2023
BUY
$33.17 - $35.6 $697,233 - $748,312
21,020 Added 9731.48%
21,236 $704,000
Q2 2023

Aug 14, 2023
SELL
$31.55 - $33.71 $7,540 - $8,056
-239 Reduced 52.53%
216 $7,000
Q1 2023

May 15, 2023
BUY
$30.98 - $37.0 $13,755 - $16,428
444 Added 4036.36%
455 $14,000
Q4 2022

Feb 01, 2023
SELL
$30.29 - $36.31 $2,907 - $3,485
-96 Reduced 89.72%
11 $0
Q3 2022

Nov 10, 2022
BUY
$30.36 - $35.81 $1,518 - $1,790
50 Added 87.72%
107 $3,000
Q2 2022

Aug 17, 2022
SELL
$30.84 - $38.22 $932,354 - $1.16 Million
-30,232 Reduced 99.81%
57 $0
Q2 2022

Aug 16, 2022
BUY
$30.84 - $38.22 $903,797 - $1.12 Million
29,306 Added 2981.28%
30,289 $0
Q1 2022

May 16, 2022
SELL
$35.66 - $41.42 $1.72 Million - $1.99 Million
-48,102 Reduced 98.0%
983 $37,000
Q4 2021

Feb 17, 2022
BUY
$37.54 - $40.62 $1.64 Million - $1.78 Million
43,776 Added 824.56%
49,085 $0
Q2 2021

Aug 17, 2021
BUY
$34.47 - $38.47 $183,001 - $204,237
5,309 New
5,309 $195,000

Others Institutions Holding XLF

# of Institutions
1,888
Shares Held
707M
Call Options Held
160M
Put Options Held
321M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Castleview Partners, LLC Portfolio

Follow Castleview Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Castleview Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email