Kwb Wealth Financial Sector Spdr Transaction History

Kwb Wealth

  • $789 Million
  • Q4 2024

A detailed history of Kwb Wealth transactions in Financial Sector Spdr stock. As of the latest transaction made, Kwb Wealth holds 8,224 shares of XLF stock, worth $403,962. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,224
Previous 10,969 25.03%
Holding current value
$403,962
Previous $497,000 20.12%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$44.89 - $51.34 $123,223 - $140,928
-2,745 Reduced 25.03%
8,224 $397,000
Q3 2024

Oct 07, 2024
BUY
$40.84 - $45.74 $11,190 - $12,532
274 Added 2.56%
10,969 $497,000
Q1 2024

Apr 19, 2024
BUY
$37.27 - $42.12 $9,652 - $10,909
259 Added 2.48%
10,695 $450,000
Q4 2023

Jan 10, 2024
BUY
$31.45 - $37.72 $58,025 - $69,593
1,845 Added 21.48%
10,436 $392,000
Q3 2023

Oct 10, 2023
SELL
$33.17 - $35.6 $17,978 - $19,295
-542 Reduced 5.93%
8,591 $284,000
Q2 2023

Jul 24, 2023
BUY
$31.55 - $33.71 $288,146 - $307,873
9,133 New
9,133 $307,000

Others Institutions Holding XLF

# of Institutions
2,042
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

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