Kiley Juergens Wealth Management, LLC Financial Sector Spdr Transaction History

Kiley Juergens Wealth Management, LLC

  • $372 Million
  • Q3 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 13,821 shares of XLF stock, worth $677,090. This represents 0.17% of its overall portfolio holdings.

Number of Shares
13,821
Previous 13,821 -0.0%
Holding current value
$677,090
Previous $568,000 10.21%
% of portfolio
0.17%
Previous 0.16%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$37.27 - $42.12 $25,119 - $28,388
-674 Reduced 4.65%
13,821 $582,000
Q4 2023

Jan 30, 2024
BUY
$31.45 - $37.72 $7,925 - $9,505
252 Added 1.77%
14,495 $545,000
Q3 2023

Oct 17, 2023
SELL
$33.17 - $35.6 $2,918 - $3,132
-88 Reduced 0.61%
14,243 $472,000
Q2 2023

Jul 26, 2023
SELL
$31.55 - $33.71 $1,325 - $1,415
-42 Reduced 0.29%
14,331 $483,000
Q1 2023

May 02, 2023
BUY
$30.98 - $37.0 $92 - $111
3 Added 0.02%
14,373 $462,000
Q4 2022

Feb 06, 2023
BUY
$30.29 - $36.31 $121 - $145
4 Added 0.03%
14,370 $491,000
Q3 2022

Oct 11, 2022
BUY
$30.36 - $35.81 $60 - $71
2 Added 0.01%
14,366 $436,000
Q2 2022

Jul 29, 2022
BUY
$30.84 - $38.22 $442,985 - $548,992
14,364 New
14,364 $451,000
Q1 2022

Apr 12, 2022
SELL
$35.66 - $41.42 $518,246 - $601,956
-14,533 Closed
0 $0
Q4 2021

Jan 20, 2022
SELL
$37.54 - $40.62 $49,290 - $53,334
-1,313 Reduced 8.29%
14,533 $568,000
Q3 2021

Oct 13, 2021
BUY
$35.11 - $39.0 $7,829 - $8,697
223 Added 1.43%
15,846 $594,000
Q2 2021

Jul 22, 2021
BUY
$34.47 - $38.47 $172 - $192
5 Added 0.03%
15,623 $573,000
Q1 2021

Apr 29, 2021
BUY
$28.95 - $34.77 $452,141 - $543,037
15,618 New
15,618 $531,000
Q4 2019

Jan 21, 2020
SELL
$26.78 - $30.94 $317,182 - $366,453
-11,844 Closed
0 $0
Q3 2019

Oct 15, 2019
SELL
$27.86 - $28.52 $236,503 - $242,106
-8,489 Reduced 41.75%
11,844 $331,000
Q2 2019

Jul 11, 2019
SELL
N/A
-1,389 Reduced 6.39%
20,333 $561,000
Q1 2019

Apr 12, 2019
SELL
N/A
-889 Reduced 3.93%
21,722 $558,000
Q4 2018

Jan 15, 2019
BUY
N/A
7,954 Added 54.27%
22,611 $538,000
Q3 2018

Oct 10, 2018
BUY
N/A
802 Added 5.79%
14,657 $404,000
Q2 2018

Jul 23, 2018
BUY
N/A
4,893 Added 54.6%
13,855 $368,000
Q1 2018

Apr 23, 2018
SELL
N/A
-998 Reduced 10.02%
8,962 $247,000
Q4 2017

Feb 12, 2018
BUY
N/A
9,960
9,960 $277,000

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Kiley Juergens Wealth Management, LLC Portfolio

Follow Kiley Juergens Wealth Management, 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 Kiley Juergens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kiley Juergens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email