Kiley Juergens Wealth Management, LLC Financial Sector Spdr Transaction History

Kiley Juergens Wealth Management, LLC

$441 Million
Q4 2025

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 17,198 shares of XLF stock, worth $902,035. This represents 0.2% of its overall portfolio holdings.

Number of Shares

17,198

Previous 17,148 0.29%

Holding current value

$902,035

Previous $923,000 2.28%

% of portfolio

0.2%

Previous 0.21%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$51.76 - $53.77 $2,588 - $2,688	50 Added 0.29%	17,198 $902,000
Q3 2025 Oct 22, 2025	BUY	$51.37 - $54.25 $16,797 - $17,739	327 Added 1.94%	17,148 $923,000
Q1 2025 Apr 21, 2025	BUY	$47.32 - $52.19 $141,960 - $156,570	3,000 Added 21.71%	16,821 $837,000
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

2,188

Shares Held

767M

Call Options Held

128M

Put Options Held

242M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Kiley Juergens Wealth Management, LLC Financial Sector Spdr Transaction History