Premier Path Wealth Partners, LLC Financial Sector Spdr Transaction History

Premier Path Wealth Partners, LLC

$643 Billion
Q1 2025

A detailed history of Premier Path Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 220,711 shares of XLF stock, worth $10.8 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

220,711

Previous 237,369 7.02%

Holding current value

$10.8 Million

Previous $11.5 Billion 4.17%

% of portfolio

1.71%

Previous 1.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$47.32 - $52.19 $788,256 - $869,381	-16,658 Reduced 7.02%	220,711 $11 Billion
Q4 2024 Jan 15, 2025	SELL	$44.89 - $51.34 $149,708 - $171,218	-3,335 Reduced 1.39%	237,369 $11.5 Billion
Q3 2024 Oct 15, 2024	BUY	$40.84 - $45.74 $212,204 - $237,665	5,196 Added 2.21%	240,704 $10.9 Billion
Q2 2024 Jul 24, 2024	BUY	$39.59 - $42.49 $171,662 - $184,236	4,336 Added 1.88%	235,508 $9.68 Billion
Q1 2024 Apr 24, 2024	BUY	$37.27 - $42.12 $1.32 Million - $1.49 Million	35,395 Added 18.08%	231,172 $9.73 Billion
Q4 2023 Jan 12, 2024	BUY	$31.45 - $37.72 $6.16 Million - $7.38 Million	195,777 New	195,777 $7.47 Billion

Others Institutions Holding XLF

# of Institutions

2,088

Shares Held

772M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Premier Path Wealth Partners, LLC Financial Sector Spdr Transaction History