Global Retirement Partners, LLC Financial Sector Spdr Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Global Retirement Partners, LLC holds 63,375 shares of XLF stock, worth $3.16 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

63,375

Previous 80,971 21.73%

Holding current value

$3.16 Million

Previous $3.33 Million 13.7%

% of portfolio

0.09%

Previous 0.11%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$40.84 - $45.74 $718,620 - $804,841	-17,596 Reduced 21.73%	63,375 $2.87 Million
Q2 2024 Jul 23, 2024	SELL	$39.59 - $42.49 $66,154 - $71,000	-1,671 Reduced 2.02%	80,971 $3.33 Million
Q1 2024 Apr 23, 2024	BUY	$37.27 - $42.12 $62,017 - $70,087	1,664 Added 2.05%	82,642 $3.48 Million
Q4 2023 Jan 18, 2024	SELL	$31.45 - $37.72 $1.26 Million - $1.51 Million	-40,116 Reduced 33.13%	80,978 $3.04 Million
Q3 2023 Oct 13, 2023	SELL	$33.17 - $35.6 $22,688 - $24,350	-684 Reduced 0.56%	121,094 $4.02 Million
Q2 2023 Jul 20, 2023	BUY	$31.55 - $33.71 $96,984 - $103,624	3,074 Added 2.59%	121,778 $4.11 Million
Q1 2023 May 05, 2023	BUY	$30.98 - $37.0 $299,514 - $357,716	9,668 Added 8.87%	118,704 $3.82 Million
Q4 2022 Feb 13, 2023	BUY	$30.29 - $36.31 $802,230 - $961,670	26,485 Added 32.08%	109,036 $3.73 Million
Q4 2022 Feb 13, 2023	BUY	$30.29 - $36.31 $802,230 - $961,670	26,485 Added 32.08%	109,036 $3.73 Million
Q3 2022 Nov 03, 2022	SELL	$30.36 - $35.81 $1.94 Million - $2.29 Million	-63,951 Reduced 43.65%	82,551 $2.81 Million
Q2 2022 Jul 15, 2022	SELL	$30.84 - $38.22 $6,383 - $7,911	-207 Reduced 0.14%	146,502 $4.61 Million
Q1 2022 Jul 14, 2022	BUY	$35.66 - $41.42 $5.23 Million - $6.08 Million	146,709 New	146,709 $4.98 Million
Q4 2021 Jan 21, 2022	SELL	$37.54 - $40.62 $2.44 Million - $2.64 Million	-64,991 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$35.11 - $39.0 $442,561 - $491,595	12,605 Added 24.06%	64,991 $2.44 Million
Q2 2021 Jul 15, 2021	BUY	$34.47 - $38.47 $768,474 - $857,650	22,294 Added 74.09%	52,386 $1.92 Million
Q1 2021 Apr 14, 2021	BUY	$28.95 - $34.77 $600,654 - $721,407	20,748 Added 222.05%	30,092 $1.03 Million
Q4 2020 Jan 13, 2021	SELL	$23.61 - $29.48 $20,705 - $25,853	-877 Reduced 8.58%	9,344 $275,000
Q3 2020 Oct 09, 2020	SELL	$22.68 - $25.49 $282,252 - $317,223	-12,445 Reduced 54.91%	10,221 $246,000
Q2 2020 Jul 13, 2020	SELL	$19.55 - $26.74 $334,617 - $457,681	-17,116 Reduced 43.02%	22,666 $524,000
Q1 2020 Apr 28, 2020	SELL	$17.66 - $31.17 $32,017 - $56,511	-1,813 Reduced 4.36%	39,782 $828,000
Q4 2019 Jan 23, 2020	BUY	$26.78 - $30.94 $72,386 - $83,630	2,703 Added 6.95%	41,595 $1.28 Million
Q3 2019 Nov 19, 2019	SELL	$27.86 - $28.52 $85,920 - $87,955	-3,084 Reduced 7.35%	38,892 $1.09 Million
Q2 2019 Nov 19, 2019	BUY	N/A	11,557 Added 37.99%	41,976 $1.16 Million
Q1 2019 May 07, 2019	SELL	N/A	-3,983 Reduced 11.58%	30,419 $782,000
Q4 2018 Feb 22, 2019	SELL	N/A	-1,310 Reduced 3.67%	34,402 $819,000
Q3 2018 Oct 17, 2018	SELL	N/A	-4,001 Reduced 10.07%	35,712 $985,000
Q2 2018 Aug 13, 2018	BUY	N/A	4,993 Added 14.38%	39,713 $1.06 Million
Q1 2018 Aug 10, 2018	BUY	N/A	8,955 Added 34.76%	34,720 $957,000
Q4 2017 Aug 13, 2018	SELL	N/A	-160 Reduced 0.62%	25,765 $719,000
Q3 2017 Aug 10, 2018	SELL	N/A	-330 Reduced 1.26%	25,925 $670,000
Q2 2017 Aug 10, 2018	BUY	N/A	14,237 Added 118.46%	26,255 $648,000
Q1 2017 Aug 10, 2018	SELL	N/A	-9,964 Reduced 45.33%	12,018 $285,000
Q4 2016 Aug 10, 2018	BUY	N/A	21,982	21,982 $511,000

Others Institutions Holding XLF

# of Institutions

1,836

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

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About FINANCIAL SECTOR SPDR

Ticker XLF
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Global Retirement Partners, LLC Financial Sector Spdr Transaction History