Kathleen S. Wright Associates Inc. Financial Sector Spdr Transaction History

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 14,822 shares of XLF stock, worth $777,413. This represents 0.31% of its overall portfolio holdings.

Number of Shares
14,822
Previous 14,818 0.03%
Holding current value
$777,413
Previous $776,000 2.84%
% of portfolio
0.31%
Previous 0.32%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$51.37 - $54.25 $205 - $217
4 Added 0.03%
14,822 $798,000
Q2 2025

Jul 31, 2025
BUY
$43.92 - $52.37 $175 - $209
4 Added 0.03%
14,818 $776,000
Q1 2025

May 05, 2025
BUY
$47.32 - $52.19 $189 - $208
4 Added 0.03%
14,814 $737,000
Q4 2024

Jan 24, 2025
BUY
$44.89 - $51.34 $224 - $256
5 Added 0.03%
14,810 $715,000
Q3 2024

Oct 11, 2024
BUY
$40.84 - $45.74 $163 - $182
4 Added 0.03%
14,805 $670,000
Q2 2024

Jul 17, 2024
SELL
$39.59 - $42.49 $9,343 - $10,027
-236 Reduced 1.57%
14,801 $608,000
Q1 2024

Apr 17, 2024
BUY
$37.27 - $42.12 $186 - $210
5 Added 0.03%
15,037 $633,000
Q4 2023

Jan 31, 2024
SELL
$31.45 - $37.72 $9,372 - $11,240
-298 Reduced 1.94%
15,032 $565,000
Q3 2023

Oct 20, 2023
BUY
$33.17 - $35.6 $232 - $249
7 Added 0.05%
15,330 $508,000
Q2 2023

Jul 20, 2023
BUY
$31.55 - $33.71 $252 - $269
8 Added 0.05%
15,323 $516,000
Q1 2023

Apr 21, 2023
SELL
$30.98 - $37.0 $20,322 - $24,272
-656 Reduced 4.11%
15,315 $492,000
Q4 2022

Feb 01, 2023
BUY
$30.29 - $36.31 $302 - $363
10 Added 0.06%
15,971 $546,000
Q3 2022

Oct 18, 2022
SELL
$30.36 - $35.81 $17,912 - $21,127
-590 Reduced 3.56%
15,961 $485,000
Q2 2022

Jul 15, 2022
BUY
$30.84 - $38.22 $431 - $535
14 Added 0.08%
16,551 $521,000
Q1 2022

Apr 29, 2022
BUY
$35.66 - $41.42 $392 - $455
11 Added 0.07%
16,537 $634,000
Q4 2021

Feb 02, 2022
BUY
$37.54 - $40.62 $620,386 - $671,286
16,526 New
16,526 $645,000

Others Institutions Holding XLF

# of Institutions
2,161
Shares Held
765M
Call Options Held
136M
Put Options Held
251M
View Full List

About FINANCIAL SECTOR SPDR

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