Kaizen Financial Strategies Financial Sector Spdr Transaction History

Kaizen Financial Strategies

  • $153 Million
  • Q2 2024

A detailed history of Kaizen Financial Strategies transactions in Financial Sector Spdr stock. As of the latest transaction made, Kaizen Financial Strategies holds 8,821 shares of XLF stock, worth $397,915. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,821
Previous 8,477 4.06%
Holding current value
$397,915
Previous $357,000 1.4%
% of portfolio
0.24%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$39.59 - $42.49 $13,618 - $14,616
344 Added 4.06%
8,821 $362,000
Q2 2023

Aug 07, 2023
SELL
$31.55 - $33.71 $10,253 - $10,955
-325 Reduced 3.69%
8,477 $285,000
Q1 2023

May 10, 2023
SELL
$30.98 - $37.0 $345,953 - $413,179
-11,167 Reduced 55.92%
8,802 $282,000
Q4 2022

Jan 18, 2023
BUY
$30.29 - $36.31 $35,923 - $43,063
1,186 Added 6.31%
19,969 $0
Q3 2022

Oct 18, 2022
SELL
$30.36 - $35.81 $848,865 - $1 Million
-27,960 Reduced 59.82%
18,783 $570,000
Q2 2022

Jul 18, 2022
SELL
$30.84 - $38.22 $7,802 - $9,669
-253 Reduced 0.54%
46,743 $1.47 Million
Q1 2022

May 06, 2022
SELL
$35.66 - $41.42 $236,925 - $275,194
-6,644 Reduced 12.39%
46,996 $1.8 Million
Q4 2021

Jan 26, 2022
SELL
$37.54 - $40.62 $187,362 - $202,734
-4,991 Reduced 8.51%
53,640 $2.1 Million
Q3 2021

Nov 12, 2021
BUY
$35.11 - $39.0 $279,335 - $310,284
7,956 Added 15.7%
58,631 $2.2 Million
Q1 2021

May 28, 2021
BUY
$28.95 - $34.77 $933,898 - $1.12 Million
32,259 Added 175.17%
50,675 $1.73 Million
Q4 2020

Feb 03, 2021
BUY
$23.61 - $29.48 $434,801 - $542,903
18,416 New
18,416 $543,000

Others Institutions Holding XLF

# of Institutions
1,728
Shares Held
693M
Call Options Held
184M
Put Options Held
267M
View Full List

About FINANCIAL SECTOR SPDR

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