Bip Wealth, LLC Financial Sector Spdr Transaction History

Bip Wealth, LLC

$1.49 Trillion
Q4 2024

A detailed history of Bip Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Bip Wealth, LLC holds 7,258 shares of XLF stock, worth $375,964. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,258

Previous 6,015 20.67%

Holding current value

$375,964

Previous $273 Million 28.68%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$44.89 - $51.34 $55,798 - $63,815	1,243 Added 20.67%	7,258 $351 Million
Q3 2024 Nov 07, 2024	BUY	$40.84 - $45.74 $1,021 - $1,143	25 Added 0.42%	6,015 $273 Million
Q1 2024 May 08, 2024	SELL	$37.27 - $42.12 $4,286 - $4,843	-115 Reduced 1.88%	5,990 $252 Million
Q4 2023 Feb 02, 2024	SELL	$31.45 - $37.72 $1,509 - $1,810	-48 Reduced 0.78%	6,105 $230 Million
Q3 2023 Nov 09, 2023	BUY	$33.17 - $35.6 $5,406 - $5,802	163 Added 2.72%	6,153 $204 Million
Q2 2023 Jul 27, 2023	SELL	$31.55 - $33.71 $37,576 - $40,148	-1,191 Reduced 16.59%	5,990 $202 Million
Q1 2023 May 10, 2023	BUY	$30.98 - $37.0 $222,467 - $265,697	7,181 New	7,181 $231 Million

Others Institutions Holding XLF

# of Institutions

2,023

Shares Held

761M

Call Options Held

259M

Put Options Held

341M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Account