Partners Wealth Management, LLC Financial Sector Spdr Transaction History

Partners Wealth Management, LLC

  • $95.7 Billion
  • Q4 2025

A detailed history of Partners Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Partners Wealth Management, LLC holds 17,583 shares of XLF stock, worth $922,228. This represents 1.01% of its overall portfolio holdings.

Number of Shares
17,583
Previous 17,801 1.22%
Holding current value
$922,228
Previous $959 Million 0.43%
% of portfolio
1.01%
Previous 0.95%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$51.76 - $53.77 $11,283 - $11,721
-218 Reduced 1.22%
17,583 $963 Million
Q3 2025

Oct 29, 2025
BUY
$51.37 - $54.25 $14,897 - $15,732
290 Added 1.66%
17,801 $959 Million
Q2 2025

Jul 22, 2025
SELL
$43.92 - $52.37 $10,277 - $12,254
-234 Reduced 1.32%
17,511 $871 Million
Q1 2025

Apr 17, 2025
BUY
$47.32 - $52.19 $15,804 - $17,431
334 Added 1.92%
17,745 $884 Million
Q4 2024

Feb 04, 2025
BUY
$44.89 - $51.34 $781,579 - $893,880
17,411 New
17,411 $841 Million

Others Institutions Holding XLF

# of Institutions
2,165
Shares Held
764M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Partners Wealth Management, LLC Portfolio

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

News

Stay updated on Partners Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email