Kaizen Financial Strategies Financial Sector Spdr Transaction History

Kaizen Financial Strategies

$167 Million
Q3 2024

A detailed history of Kaizen Financial Strategies transactions in Financial Sector Spdr stock. As of the latest transaction made, Kaizen Financial Strategies holds 10,821 shares of XLF stock, worth $530,120. This represents 0.29% of its overall portfolio holdings.

Number of Shares

10,821

Previous 8,821 22.67%

Holding current value

$530,120

Previous $362,000 35.36%

% of portfolio

0.29%

Previous 0.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$40.84 - $45.74 $81,680 - $91,480	2,000 Added 22.67%	10,821 $490,000
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

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

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About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
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Kaizen Financial Strategies Financial Sector Spdr Transaction History