Bsw Wealth Partners Financial Sector Spdr Transaction History

Bsw Wealth Partners

  • $788 Million
  • Q3 2025

A detailed history of Bsw Wealth Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Bsw Wealth Partners holds 5,407 shares of XLF stock, worth $283,597. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,407
Previous 6,278 13.87%
Holding current value
$283,597
Previous $328,000 11.28%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$51.37 - $54.25 $44,743 - $47,251
-871 Reduced 13.87%
5,407 $291,000
Q2 2025

Jul 18, 2025
BUY
$43.92 - $52.37 $483 - $576
11 Added 0.18%
6,278 $328,000
Q1 2025

Apr 24, 2025
BUY
$47.32 - $52.19 $296,554 - $327,074
6,267 New
6,267 $312,000
Q1 2024

Apr 23, 2024
SELL
$37.27 - $42.12 $47,146 - $53,281
-1,265 Reduced 17.62%
5,916 $249,000
Q4 2023

Jan 25, 2024
BUY
$31.45 - $37.72 $225,842 - $270,867
7,181 New
7,181 $270,000

Others Institutions Holding XLF

# of Institutions
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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