Kfa Private Wealth Group, LLC Financial Sector Spdr Transaction History

Kfa Private Wealth Group, LLC

$239 Million
Q4 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 15,000 shares of XLF stock, worth $777,300. This represents 0.3% of its overall portfolio holdings.

Number of Shares

15,000

Previous 9,938 50.94%

Holding current value

$777,300

Previous $450,000 60.89%

% of portfolio

0.3%

Previous 0.22%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$44.89 - $51.34 $227,233 - $259,883	5,062 Added 50.94%	15,000 $724,000
Q3 2024 Oct 18, 2024	BUY	$40.84 - $45.74 $939 - $1,052	23 Added 0.23%	9,938 $450,000
Q2 2024 Aug 07, 2024	SELL	$39.59 - $42.49 $26,881 - $28,850	-679 Reduced 6.41%	9,915 $407,000
Q1 2024 May 01, 2024	BUY	$37.27 - $42.12 $35,443 - $40,056	951 Added 9.86%	10,594 $446,000
Q4 2023 Feb 02, 2024	BUY	$31.45 - $37.72 $943 - $1,131	30 Added 0.31%	9,643 $362,000
Q3 2023 Oct 25, 2023	BUY	$33.17 - $35.6 $895 - $961	27 Added 0.28%	9,613 $318,000
Q2 2023 Jul 18, 2023	BUY	$31.55 - $33.71 $3,722 - $3,977	118 Added 1.25%	9,586 $323,000
Q1 2023 May 05, 2023	BUY	$30.98 - $37.0 $17,441 - $20,831	563 Added 6.32%	9,468 $304,000
Q4 2022 Jan 31, 2023	BUY	$30.29 - $36.31 $1,787 - $2,142	59 Added 0.67%	8,905 $304,000
Q3 2022 Nov 02, 2022	BUY	$30.36 - $35.81 $941 - $1,110	31 Added 0.35%	8,846 $269,000
Q2 2022 Jul 18, 2022	BUY	$30.84 - $38.22 $956 - $1,184	31 Added 0.35%	8,815 $277,000
Q1 2022 May 02, 2022	BUY	$35.66 - $41.42 $45,894 - $53,307	1,287 Added 17.17%	8,784 $337,000
Q4 2021 Jan 26, 2022	BUY	$37.54 - $40.62 $10,436 - $11,292	278 Added 3.85%	7,497 $293,000
Q3 2021 Oct 18, 2021	BUY	$35.11 - $39.0 $3,756 - $4,173	107 Added 1.5%	7,219 $271,000
Q2 2021 Jul 22, 2021	BUY	$34.47 - $38.47 $245,150 - $273,598	7,112 New	7,112 $261,000

Others Institutions Holding XLF

# of Institutions

1,933

Shares Held

731M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfa Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfa Private Wealth Group, LLC with notifications on news.

Account

Kfa Private Wealth Group, LLC Financial Sector Spdr Transaction History