A detailed history of Partners Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Partners Wealth Management, LLC holds 17,745 shares of XLF stock, worth $865,246. This represents 1.0% of its overall portfolio holdings.

Number of Shares
17,745
Previous 17,411 1.92%
Holding current value
$865,246
Previous $841 Million 5.04%
% of portfolio
1.0%
Previous 0.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025

BUY
$47.32 - $52.19 $15,804 - $17,431
334 Added 1.92%
17,745 $884 Million
Q4 2024

Feb 04, 2025

BUY
$44.89 - $51.34 $781,579 - $893,880
17,411 New
17,411 $841 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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