Kestra Private Wealth Services, LLC Financial Sector Spdr Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 142,377 shares of XLF stock, worth $6.64 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
142,377
Previous 133,183 6.9%
Holding current value
$6.64 Million
Previous $6.04 Million 14.02%
% of portfolio
0.12%
Previous 0.11%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$44.89 - $51.34 $412,718 - $472,019
9,194 Added 6.9%
142,377 $6.88 Million
Q3 2024

Nov 13, 2024
BUY
$40.84 - $45.74 $57,992 - $64,950
1,420 Added 1.08%
133,183 $6.04 Million
Q2 2024

Aug 12, 2024
BUY
$39.59 - $42.49 $705,295 - $756,959
17,815 Added 15.63%
131,763 $5.42 Million
Q1 2024

May 02, 2024
BUY
$37.27 - $42.12 $1.07 Million - $1.21 Million
28,827 Added 33.87%
113,948 $4.8 Million
Q4 2023

Feb 05, 2024
BUY
$31.45 - $37.72 $223,515 - $268,076
7,107 Added 9.11%
85,121 $3.2 Million
Q3 2023

Nov 07, 2023
BUY
$33.17 - $35.6 $257,034 - $275,864
7,749 Added 11.03%
78,014 $2.59 Million
Q2 2023

Aug 08, 2023
BUY
$31.55 - $33.71 $189,931 - $202,934
6,020 Added 9.37%
70,265 $2.37 Million
Q1 2023

May 12, 2023
SELL
$30.98 - $37.0 $249,636 - $298,146
-8,058 Reduced 11.14%
64,245 $2.07 Million
Q4 2022

Jan 31, 2023
BUY
$30.29 - $36.31 $197,854 - $237,176
6,532 Added 9.93%
72,303 $2.47 Million
Q3 2022

Nov 14, 2022
BUY
$30.36 - $35.81 $191,268 - $225,603
6,300 Added 10.59%
65,771 $2 Million
Q2 2022

Aug 12, 2022
SELL
$30.84 - $38.22 $548,828 - $680,163
-17,796 Reduced 23.03%
59,471 $1.87 Million
Q1 2022

May 26, 2022
SELL
$35.66 - $41.42 $99,527 - $115,603
-2,791 Reduced 3.49%
77,267 $0
Q4 2021

Jan 21, 2022
BUY
$37.54 - $40.62 $879,599 - $951,767
23,431 Added 41.38%
80,058 $0
Q3 2021

Oct 21, 2021
BUY
$35.11 - $39.0 $5,828 - $6,474
166 Added 0.29%
56,627 $0
Q2 2021

Jul 30, 2021
SELL
$34.47 - $38.47 $50,774 - $56,666
-1,473 Reduced 2.54%
56,461 $0
Q1 2021

May 11, 2021
SELL
$28.95 - $34.77 $95,506 - $114,706
-3,299 Reduced 5.39%
57,934 $0
Q4 2020

Jan 21, 2021
SELL
$23.61 - $29.48 $458,978 - $573,091
-19,440 Reduced 24.1%
61,233 $1.78 Billion
Q3 2020

Nov 09, 2020
BUY
$22.68 - $25.49 $1.83 Million - $2.06 Million
80,673 New
80,673 $0

Others Institutions Holding XLF

# of Institutions
2,057
Shares Held
762M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

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