Ownership history in Transform Wealth, LLC · 31 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in SELECT SECTOR SPDR TR (XLP). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 94,109 | +3,727 | +4.1% | 0.41% | $7.4M | $76.52 |
| 2024 Q3 | ADDED | 90,382 | +7,859 | +9.5% | 0.50% | $7.5M | $80.18 |
| 2024 Q2 | ADDED | 82,523 | +23,705 | +40.3% | 0.47% | $6.3M | $73.59 |
| 2023 Q4 | ADDED | 58,818 | +16,178 | +37.9% | 0.41% | $4.2M | $68.20 |
| 2023 Q3 | REDUCED | 42,640 | -56,626 | -57.0% | 0.31% | $2.9M | $64.66 |
| 2023 Q2 | ADDED | 99,266 | +26,885 | +37.1% | 0.66% | $7.4M | $69.23 |
| 2023 Q1 | ADDED | 72,381 | +46,980 | +185.0% | 0.51% | $5.4M | $69.24 |
| 2022 Q4 | REDUCED | 25,401 | -97,323 | -79.3% | 0.21% | $1.9M | $68.76 |
| 2022 Q3 | ADDED | 122,724 | +28,349 | +30.0% | 1.06% | $8.2M | $61.11 |
| 2022 Q2 | ADDED | 94,375 | +29,839 | +46.2% | 1.01% | $6.8M | $65.67 |
As of 2025 Q4 — sorted by position size