Transform Wealth, LLC Financial Sector Spdr Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Transform Wealth, LLC holds 402,501 shares of XLF stock, worth $21 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

402,501

Previous 14,327 2709.39%

Holding current value

$21 Million

Previous $649,000 2897.23%

% of portfolio

1.11%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$44.89 - $51.34 $17.4 Million - $19.9 Million	388,174 Added 2709.39%	402,501 $19.5 Million
Q1 2024 Apr 15, 2024	SELL	$37.27 - $42.12 $12,485 - $14,110	-335 Reduced 2.28%	14,327 $603,000
Q4 2023 Jan 18, 2024	BUY	$31.45 - $37.72 $7,390 - $8,864	235 Added 1.63%	14,662 $551,000
Q3 2023 Oct 10, 2023	SELL	$33.17 - $35.6 $36,487 - $39,160	-1,100 Reduced 7.08%	14,427 $478,000
Q2 2023 Jul 13, 2023	SELL	$31.55 - $33.71 $223,657 - $238,970	-7,089 Reduced 31.35%	15,527 $523,000
Q1 2023 Apr 14, 2023	BUY	$30.98 - $37.0 $34,976 - $41,773	1,129 Added 5.25%	22,616 $727,000
Q4 2022 Jan 12, 2023	SELL	$30.29 - $36.31 $299,749 - $359,323	-9,896 Reduced 31.53%	21,487 $0
Q3 2022 Oct 21, 2022	SELL	$30.36 - $35.81 $114,062 - $134,538	-3,757 Reduced 10.69%	31,383 $953,000
Q2 2022 Jul 15, 2022	SELL	$30.84 - $38.22 $918,322 - $1.14 Million	-29,777 Reduced 45.87%	35,140 $1.11 Million
Q1 2022 Apr 25, 2022	SELL	$35.66 - $41.42 $70,927 - $82,384	-1,989 Reduced 2.97%	64,917 $2.49 Million
Q4 2021 Jan 26, 2022	SELL	$37.54 - $40.62 $5,593 - $6,052	-149 Reduced 0.22%	66,906 $2.61 Million
Q3 2021 Oct 15, 2021	BUY	$35.11 - $39.0 $142,722 - $158,535	4,065 Added 6.45%	67,055 $2.52 Million
Q2 2021 Jul 20, 2021	BUY	$34.47 - $38.47 $1.63 Million - $1.82 Million	47,254 Added 300.29%	62,990 $2.31 Million
Q1 2021 Apr 22, 2021	BUY	$28.95 - $34.77 $60,795 - $73,017	2,100 Added 15.4%	15,736 $536,000
Q1 2020 Apr 30, 2020	BUY	$17.66 - $31.17 $22,251 - $39,274	1,260 Added 10.18%	13,636 $284,000
Q4 2019 Jan 24, 2020	SELL	$26.78 - $30.94 $14,327 - $16,552	-535 Reduced 4.14%	12,376 $381,000
Q3 2019 Oct 24, 2019	SELL	$27.86 - $28.52 $392,993 - $402,303	-14,106 Reduced 52.21%	12,911 $361,000
Q2 2019 Jul 30, 2019	SELL	N/A	-83,145 Reduced 75.48%	27,017 $745,000
Q1 2019 Apr 12, 2019	SELL	N/A	-245,160 Reduced 69.0%	110,162 $2.83 Million
Q4 2018 Jan 30, 2019	BUY	N/A	4,186 Added 1.19%	355,322 $8.46 Million
Q3 2018 Oct 25, 2018	BUY	N/A	14,913 Added 4.44%	351,136 $9.68 Million
Q2 2018 Aug 03, 2018	BUY	N/A	31,007 Added 10.16%	336,223 $8.94 Million
Q1 2018 May 03, 2018	BUY	N/A	69,813 Added 29.66%	305,216 $8.42 Million
Q4 2017 Feb 08, 2018	BUY	N/A	10,659 Added 4.74%	235,403 $6.57 Million
Q3 2017 Oct 19, 2017	BUY	N/A	224,744	224,744 $5.81 Million

Others Institutions Holding XLF

# of Institutions

2,039

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Transform Wealth, LLC Financial Sector Spdr Transaction History