Sky Oak Wealth, LLC Financial Sector Spdr Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 10,401 shares of XLF stock, worth $528,890. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,401

Holding current value

$528,890

% of portfolio

0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$44.89 - $51.34 $466,900 - $533,987	10,401 New	10,401 $502,000
Q3 2021 Oct 21, 2021	SELL	$35.11 - $39.0 $6.78 Million - $7.53 Million	-192,978 Closed	0 $0
Q2 2021 Jul 19, 2021	SELL	$34.47 - $38.47 $28,989 - $32,353	-841 Reduced 0.43%	192,978 $7.08 Million
Q1 2021 Apr 29, 2021	BUY	$28.95 - $34.77 $729,887 - $876,621	25,212 Added 14.95%	193,819 $6.97 Million
Q4 2020 Feb 02, 2021	BUY	$23.61 - $29.48 $3.56 Million - $4.44 Million	150,715 Added 842.36%	168,607 $4.97 Million
Q3 2020 Nov 03, 2020	SELL	$22.68 - $25.49 $35,516 - $39,917	-1,566 Reduced 8.05%	17,892 $431,000
Q2 2020 Aug 10, 2020	SELL	$19.55 - $26.74 $138,550 - $189,506	-7,087 Reduced 26.7%	19,458 $450,000
Q1 2020 May 04, 2020	SELL	$17.66 - $31.17 $3.57 Million - $6.31 Million	-202,317 Reduced 88.4%	26,545 $553,000
Q4 2019 Feb 04, 2020	BUY	$26.78 - $30.94 $6.13 Million - $7.08 Million	228,862 New	228,862 $7.04 Million

Others Institutions Holding XLF

# of Institutions

1,869

Shares Held

703M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Sky Oak Wealth, LLC Financial Sector Spdr Transaction History