Kestra Private Wealth Services, LLC Financial Sector Spdr Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 142,377 shares of XLF stock, worth $7.33 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

142,377

Previous 133,183 6.9%

Holding current value

$7.33 Million

Previous $6.04 Million 14.02%

% of portfolio

0.12%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$44.89 - $51.34 $412,718 - $472,019	9,194 Added 6.9%	142,377 $6.88 Million
Q3 2024 Nov 13, 2024	BUY	$40.84 - $45.74 $57,992 - $64,950	1,420 Added 1.08%	133,183 $6.04 Million
Q2 2024 Aug 12, 2024	BUY	$39.59 - $42.49 $705,295 - $756,959	17,815 Added 15.63%	131,763 $5.42 Million
Q1 2024 May 02, 2024	BUY	$37.27 - $42.12 $1.07 Million - $1.21 Million	28,827 Added 33.87%	113,948 $4.8 Million
Q4 2023 Feb 05, 2024	BUY	$31.45 - $37.72 $223,515 - $268,076	7,107 Added 9.11%	85,121 $3.2 Million
Q3 2023 Nov 07, 2023	BUY	$33.17 - $35.6 $257,034 - $275,864	7,749 Added 11.03%	78,014 $2.59 Million
Q2 2023 Aug 08, 2023	BUY	$31.55 - $33.71 $189,931 - $202,934	6,020 Added 9.37%	70,265 $2.37 Million
Q1 2023 May 12, 2023	SELL	$30.98 - $37.0 $249,636 - $298,146	-8,058 Reduced 11.14%	64,245 $2.07 Million
Q4 2022 Jan 31, 2023	BUY	$30.29 - $36.31 $197,854 - $237,176	6,532 Added 9.93%	72,303 $2.47 Million
Q3 2022 Nov 14, 2022	BUY	$30.36 - $35.81 $191,268 - $225,603	6,300 Added 10.59%	65,771 $2 Million
Q2 2022 Aug 12, 2022	SELL	$30.84 - $38.22 $548,828 - $680,163	-17,796 Reduced 23.03%	59,471 $1.87 Million
Q1 2022 May 26, 2022	SELL	$35.66 - $41.42 $99,527 - $115,603	-2,791 Reduced 3.49%	77,267 $0
Q4 2021 Jan 21, 2022	BUY	$37.54 - $40.62 $879,599 - $951,767	23,431 Added 41.38%	80,058 $0
Q3 2021 Oct 21, 2021	BUY	$35.11 - $39.0 $5,828 - $6,474	166 Added 0.29%	56,627 $0
Q2 2021 Jul 30, 2021	SELL	$34.47 - $38.47 $50,774 - $56,666	-1,473 Reduced 2.54%	56,461 $0
Q1 2021 May 11, 2021	SELL	$28.95 - $34.77 $95,506 - $114,706	-3,299 Reduced 5.39%	57,934 $0
Q4 2020 Jan 21, 2021	SELL	$23.61 - $29.48 $458,978 - $573,091	-19,440 Reduced 24.1%	61,233 $1.78 Billion
Q3 2020 Nov 09, 2020	BUY	$22.68 - $25.49 $1.83 Million - $2.06 Million	80,673 New	80,673 $0

Others Institutions Holding XLF

# of Institutions

1,904

Shares Held

710M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Kestra Private Wealth Services, LLC Financial Sector Spdr Transaction History