Concord Wealth Partners Financial Sector Spdr Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Concord Wealth Partners holds 673 shares of XLF stock, worth $33,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares

673

Previous 603 11.61%

Holding current value

$33,515

Previous $24,000 25.0%

% of portfolio

0.01%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$40.84 - $45.74 $2,858 - $3,201	70 Added 11.61%	673 $30,000
Q3 2023 Oct 25, 2023	SELL	$33.17 - $35.6 $10,879 - $11,676	-328 Reduced 35.23%	603 $20,000
Q2 2023 Aug 07, 2023	SELL	$31.55 - $33.71 $2,366 - $2,528	-75 Reduced 7.46%	931 $31,000
Q1 2023 Apr 26, 2023	SELL	$30.98 - $37.0 $49,537 - $59,163	-1,599 Reduced 61.38%	1,006 $32,000
Q4 2022 Jan 27, 2023	BUY	$30.29 - $36.31 $78,905 - $94,587	2,605 New	2,605 $89,000
Q1 2022 Apr 20, 2022	SELL	$35.66 - $41.42 $2,888 - $3,355	-81 Reduced 2.9%	2,709 $104,000
Q4 2021 Jan 21, 2022	BUY	$37.54 - $40.62 $90,321 - $97,731	2,406 Added 626.56%	2,790 $109,000
Q3 2021 Nov 09, 2021	SELL	$35.11 - $39.0 $21,838 - $24,258	-622 Reduced 61.83%	384 $14,000
Q2 2021 Jul 29, 2021	SELL	$34.47 - $38.47 $55,565 - $62,013	-1,612 Reduced 61.57%	1,006 $37,000
Q1 2021 May 13, 2021	BUY	$28.95 - $34.77 $73,619 - $88,420	2,543 Added 3390.67%	2,618 $89,000
Q4 2020 Feb 16, 2021	BUY	$23.61 - $29.48 $1,770 - $2,211	75 New	75 $2,000

Others Institutions Holding XLF

# of Institutions

1,838

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Concord Wealth Partners Financial Sector Spdr Transaction History