Ownership history in Transform Wealth, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in SELECT SECTOR SPDR TR (XLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | ADDED | 427,546 | +25,045 | +6.2% | 1.29% | $21.3M | $49.30 |
| 2024 Q4 | ADDED | 402,501 | +388,174 | +2709.4% | 1.08% | $19.5M | $47.67 |
| 2024 Q3 | UNCHANGED | 14,327 | — | 0% | 0.04% | $649K | $44.51 |
| 2024 Q2 | UNCHANGED | 14,327 | — | 0% | 0.04% | $589K | $40.23 |
| 2024 Q1 | REDUCED | 14,327 | -335 | -2.3% | 0.06% | $603K | $41.05 |
| 2023 Q4 | ADDED | 14,662 | +235 | +1.6% | 0.05% | $551K | $36.51 |
| 2023 Q3 | ADDED | 14,427 | +4,327 | +42.8% | 0.05% | $479K | $32.05 |
| 2023 Q2 | REDUCED | 10,100 | -5,427 | -35.0% | 0.03% | $340K | $32.43 |
| 2023 Q2 | REDUCED | 15,527 | -7,089 | -31.3% | 0.05% | $523K | $32.43 |
| 2023 Q1 | ADDED | 22,616 | +1,129 | +5.3% | 0.07% | $727K | $30.79 |
As of 2025 Q4 — sorted by position size