Kingsview Wealth Management, LLC Financial Sector Spdr Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 310,026 shares of XLF stock, worth $15.9 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

310,026

Previous 120,655 156.95%

Holding current value

$15.9 Million

Previous $5.47 Million 174.01%

% of portfolio

0.32%

Previous 0.12%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$44.89 - $51.34 $8.5 Million - $9.72 Million	189,371 Added 156.95%	310,026 $15 Million
Q3 2024 Nov 12, 2024	SELL	$40.84 - $45.74 $6.66 Million - $7.46 Million	-163,044 Reduced 57.47%	120,655 $5.47 Million
Q2 2024 Aug 14, 2024	BUY	$39.59 - $42.49 $3.05 Million - $3.27 Million	76,967 Added 37.23%	283,699 $11.7 Million
Q1 2024 May 09, 2024	BUY	$37.27 - $42.12 $510,263 - $576,664	13,691 Added 7.09%	206,732 $8.71 Million
Q4 2023 Feb 08, 2024	BUY	$31.45 - $37.72 $763,480 - $915,690	24,276 Added 14.38%	193,041 $7.26 Million
Q3 2023 Nov 07, 2023	BUY	$33.17 - $35.6 $4.18 Million - $4.48 Million	125,966 Added 294.32%	168,765 $5.6 Million
Q2 2023 Aug 10, 2023	BUY	$31.55 - $33.71 $93,356 - $99,747	2,959 Added 7.43%	42,799 $1.44 Million
Q1 2023 May 15, 2023	SELL	$30.98 - $37.0 $66,204 - $79,069	-2,137 Reduced 5.09%	39,840 $1.28 Million
Q4 2022 Feb 13, 2023	SELL	$30.29 - $36.31 $4.99 Million - $5.98 Million	-164,695 Reduced 79.69%	41,977 $1.44 Million
Q3 2022 Nov 14, 2022	BUY	$30.36 - $35.81 $3.58 Million - $4.23 Million	118,030 Added 133.15%	206,672 $6.28 Million
Q2 2022 Aug 16, 2022	BUY	$30.84 - $38.22 $329,957 - $408,915	10,699 Added 13.73%	88,642 $2.79 Million
Q1 2022 Feb 08, 2024	SELL	$35.66 - $41.42 $745,472 - $865,885	-20,905 Reduced 10.83%	172,136 $0
Q4 2021 Feb 17, 2022	BUY	$37.54 - $40.62 $92,010 - $99,559	2,451 Added 3.25%	77,943 $3.04 Million
Q3 2021 Dec 03, 2021	SELL	$35.11 - $39.0 $783,058 - $869,817	-22,303 Reduced 22.81%	75,492 $2.83 Million
Q2 2021 Aug 17, 2021	BUY	$34.47 - $38.47 $273,174 - $304,874	7,925 Added 8.82%	97,795 $3.62 Million
Q1 2021 May 24, 2021	BUY	$28.95 - $34.77 $2.6 Million - $3.12 Million	89,870 New	89,870 $3.1 Million
Q4 2020 Feb 16, 2021	SELL	$23.61 - $29.48 $66,816 - $83,428	-2,830 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$22.68 - $25.49 $64,184 - $72,136	2,830 New	2,830 $68,000
Q2 2020 Aug 14, 2020	SELL	$19.55 - $26.74 $106,547 - $145,733	-5,450 Closed	0 $0
Q1 2020 May 11, 2020	BUY	$17.66 - $31.17 $96,247 - $169,876	5,450 New	5,450 $113,000
Q2 2019 Jan 29, 2020	SELL	N/A	-7,013 Closed	0 $0
Q1 2019 Jan 29, 2020	SELL	N/A	-18,455 Reduced 72.46%	7,013 $180,000
Q4 2018 Jan 29, 2020	SELL	N/A	-4,927 Reduced 16.21%	25,468 $607,000
Q3 2018 Jan 29, 2020	BUY	N/A	30,395 New	30,395 $838,000

Others Institutions Holding XLF

# of Institutions

1,888

Shares Held

707M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Financial Sector Spdr Transaction History