A detailed history of Sweet Financial Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 19,955 shares of XLF stock, worth $967,617. This represents 0.2% of its overall portfolio holdings.

Number of Shares
19,955
Previous 19,992 0.19%
Holding current value
$967,617
Previous $821,000 10.11%
% of portfolio
0.2%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$40.84 - $45.74 $1,511 - $1,692
-37 Reduced 0.19%
19,955 $904,000
Q2 2024

Jul 18, 2024

BUY
$39.59 - $42.49 $1,464 - $1,572
37 Added 0.19%
19,992 $821,000
Q2 2022

Aug 03, 2022

BUY
$30.84 - $38.22 $71,394 - $88,479
2,315 Added 13.12%
19,955 $628,000
Q1 2022

Apr 22, 2022

BUY
$35.66 - $41.42 $1,069 - $1,242
30 Added 0.17%
17,640 $676,000
Q4 2021

Feb 07, 2022

BUY
$37.54 - $40.62 $661,079 - $715,318
17,610 New
17,610 $688,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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