A detailed history of Kfa Private Wealth Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 9,938 shares of XLF stock, worth $488,055. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,938
Previous 9,915 0.23%
Holding current value
$488,055
Previous $407,000 10.57%
% of portfolio
0.22%
Previous 0.21%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$40.84 - $45.74 $939 - $1,052
23 Added 0.23%
9,938 $450,000
Q2 2024

Aug 07, 2024

SELL
$39.59 - $42.49 $26,881 - $28,850
-679 Reduced 6.41%
9,915 $407,000
Q1 2024

May 01, 2024

BUY
$37.27 - $42.12 $35,443 - $40,056
951 Added 9.86%
10,594 $446,000
Q4 2023

Feb 02, 2024

BUY
$31.45 - $37.72 $943 - $1,131
30 Added 0.31%
9,643 $362,000
Q3 2023

Oct 25, 2023

BUY
$33.17 - $35.6 $895 - $961
27 Added 0.28%
9,613 $318,000
Q2 2023

Jul 18, 2023

BUY
$31.55 - $33.71 $3,722 - $3,977
118 Added 1.25%
9,586 $323,000
Q1 2023

May 05, 2023

BUY
$30.98 - $37.0 $17,441 - $20,831
563 Added 6.32%
9,468 $304,000
Q4 2022

Jan 31, 2023

BUY
$30.29 - $36.31 $1,787 - $2,142
59 Added 0.67%
8,905 $304,000
Q3 2022

Nov 02, 2022

BUY
$30.36 - $35.81 $941 - $1,110
31 Added 0.35%
8,846 $269,000
Q2 2022

Jul 18, 2022

BUY
$30.84 - $38.22 $956 - $1,184
31 Added 0.35%
8,815 $277,000
Q1 2022

May 02, 2022

BUY
$35.66 - $41.42 $45,894 - $53,307
1,287 Added 17.17%
8,784 $337,000
Q4 2021

Jan 26, 2022

BUY
$37.54 - $40.62 $10,436 - $11,292
278 Added 3.85%
7,497 $293,000
Q3 2021

Oct 18, 2021

BUY
$35.11 - $39.0 $3,756 - $4,173
107 Added 1.5%
7,219 $271,000
Q2 2021

Jul 22, 2021

BUY
$34.47 - $38.47 $245,150 - $273,598
7,112 New
7,112 $261,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Kfa Private Wealth Group, LLC Portfolio

Follow Kfa Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Kfa Private Wealth Group, LLC with notifications on news.