A detailed history of Kmg Fiduciary Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 13,818 shares of XLF stock, worth $575,934. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,818
Previous 14,494 4.66%
Holding current value
$575,934
Previous $544,000 6.99%
% of portfolio
0.06%
Previous 0.06%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

SELL
$37.27 - $42.12 $25,194 - $28,473
-676 Reduced 4.66%
13,818 $582,000
Q4 2023

Jan 10, 2024

SELL
$31.45 - $37.72 $6,321 - $7,581
-201 Reduced 1.37%
14,494 $544,000
Q3 2023

Oct 25, 2023

SELL
$33.17 - $35.6 $23,716 - $25,454
-715 Reduced 4.64%
14,695 $487,000
Q2 2023

Jul 14, 2023

SELL
$31.55 - $33.71 $34,074 - $36,406
-1,080 Reduced 6.55%
15,410 $519,000
Q1 2023

Apr 13, 2023

SELL
$30.98 - $37.0 $105,084 - $125,504
-3,392 Reduced 17.06%
16,490 $530,000
Q4 2022

Jan 12, 2023

SELL
$33.4 - $36.31 $30,828 - $33,514
-923 Reduced 4.44%
19,882 $0
Q3 2022

Oct 27, 2022

SELL
N/A
-2,625 Reduced 11.2%
20,805 $632,000
Q2 2022

Jul 13, 2022

SELL
N/A
-414 Reduced 1.74%
23,430 $737,000
Q1 2022

Apr 19, 2022

SELL
N/A
-188 Reduced 0.78%
23,844 $914,000
Q4 2021

Jan 12, 2022

SELL
N/A
-980 Reduced 3.92%
24,032 $938,000
Q3 2021

Oct 12, 2021

BUY
N/A
1,402 Added 5.94%
25,012 $939,000
Q2 2021

Jul 20, 2021

BUY
N/A
3,728 Added 18.75%
23,610 $866,000
Q1 2021

Apr 08, 2021

BUY
N/A
3,614 Added 22.22%
19,882 $677,000
Q4 2020

Jan 13, 2021

BUY
N/A
1,381 Added 9.28%
16,268 $475,000
Q3 2020

Oct 13, 2020

BUY
N/A
463 Added 3.21%
14,887 $358,000
Q2 2020

Jul 22, 2020

SELL
N/A
-432 Reduced 2.91%
14,424 $334,000
Q1 2020

Apr 29, 2020

SELL
N/A
-551 Reduced 3.58%
14,856 $309,000
Q4 2019

Jan 29, 2020

SELL
N/A
-1,385 Reduced 8.25%
15,407 $474,000
Q3 2019

Oct 15, 2019

SELL
N/A
-26,764 Reduced 61.45%
16,792 $470,000
Q2 2019

Jul 26, 2019

BUY
N/A
2,227 Added 5.39%
43,556 $1.2 Million
Q1 2019

Apr 16, 2019

BUY
N/A
4,955 Added 13.62%
41,329 $1.06 Million
Q4 2018

Apr 15, 2019

BUY
N/A
36,374 New
36,374 $866,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
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More about XLF
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