Kalos Management, Inc. Financial Sector Spdr Transaction History

Kalos Management, Inc.

$0
Q3 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 27, 2023	BUY	$30.29 - $36.31 $3,877 - $4,647	128 New	128 $4,000
Q2 2022 Aug 12, 2022	BUY	$30.84 - $38.22 $370 - $458	12 Added 0.16%	7,674 $243,000
Q1 2022 Jun 21, 2022	SELL	$35.66 - $41.42 $746,970 - $867,624	-20,947 Reduced 73.22%	7,662 $293,000
Q4 2021 Feb 03, 2022	BUY	$37.54 - $40.62 $21,022 - $22,747	560 Added 2.0%	28,609 $1.14 Million
Q3 2021 Nov 10, 2021	BUY	$35.11 - $39.0 $635,701 - $706,134	18,106 Added 182.1%	28,049 $1.12 Million
Q2 2021 Aug 11, 2021	BUY	$34.47 - $38.47 $342,735 - $382,507	9,943 New	9,943 $371,000
Q1 2021 May 13, 2021	SELL	$28.95 - $34.77 $279,338 - $335,495	-9,649 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$23.61 - $29.48 $4,202 - $5,247	-178 Reduced 1.81%	9,649 $291,000
Q3 2020 Nov 12, 2020	SELL	$22.68 - $25.49 $18,665 - $20,978	-823 Reduced 7.73%	9,827 $251,000
Q2 2020 Aug 13, 2020	BUY	$19.55 - $26.74 $208,207 - $284,781	10,650 New	10,650 $257,000

Others Institutions Holding XLF

# of Institutions

1,838

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

About FINANCIAL SECTOR SPDR

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