Destiny Wealth Partners, LLC Financial Sector Spdr Transaction History

Destiny Wealth Partners, LLC

$573 Million
Q4 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 244,448 shares of XLF stock, worth $12.6 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

244,448

Previous 242,694 0.72%

Holding current value

$12.6 Million

Previous $11 Million 7.42%

% of portfolio

2.06%

Previous 2.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$44.89 - $51.34 $78,737 - $90,050	1,754 Added 0.72%	244,448 $11.8 Million
Q3 2024 Oct 15, 2024	SELL	$40.84 - $45.74 $1,429 - $1,600	-35 Reduced 0.01%	242,694 $11 Million
Q2 2024 Jul 25, 2024	BUY	$39.59 - $42.49 $8.86 Million - $9.51 Million	223,819 Added 1183.6%	242,729 $9.98 Million
Q2 2023 Jul 26, 2023	SELL	$31.55 - $33.71 $109,383 - $116,872	-3,467 Reduced 15.49%	18,910 $637,000
Q1 2023 Apr 26, 2023	SELL	$30.98 - $37.0 $9.75 Million - $11.6 Million	-314,710 Reduced 93.36%	22,377 $719,000
Q4 2022 Jan 26, 2023	BUY	$30.29 - $36.31 $423,121 - $507,214	13,969 Added 4.32%	337,087 $0
Q3 2022 Oct 25, 2022	BUY	$30.36 - $35.81 $9.52 Million - $11.2 Million	313,557 Added 3279.54%	323,118 $9.81 Million
Q2 2022 Jul 15, 2022	SELL	$30.84 - $38.22 $19,552 - $24,231	-634 Reduced 6.22%	9,561 $301,000
Q4 2020 Feb 05, 2021	BUY	$23.61 - $29.48 $240,703 - $300,548	10,195 New	10,195 $301,000

Others Institutions Holding XLF

# of Institutions

1,904

Shares Held

710M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Destiny Wealth Partners, LLC Financial Sector Spdr Transaction History