AWM
Affinity Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34M | Sell |
649,672
-3,312
| -0.5% | -$173K | 5.44% | 5 |
|
|
2025
Q1 | $32.5M | Buy |
652,984
+13,883
| +2% | +$692K | 6.03% | 5 |
|
|
2024
Q4 | $30.9M | Buy |
639,101
+6,528
| +1% | +$315K | 5.47% | 7 |
|
|
2024
Q3 | $28.7M | Buy |
+632,573
| New | +$28.7M | 5.09% | 9 |
|
|
2023
Q2 | – | Sell |
-12,250
| Closed | -$394K | – | 118 |
|
|
2023
Q1 | $394K | Buy |
12,250
+582
| +5% | +$18.7K | 0.09% | 71 |
|
|
2022
Q4 | $399K | Sell |
11,668
-41
| -0.4% | -$1.4K | 0.09% | 63 |
|
|
2022
Q3 | $355K | Buy |
+11,709
| New | +$355K | 0.09% | 65 |
|
|
2017
Q3 | – | Sell |
-12,593
| Closed | -$311K | – | 81 |
|
|
2017
Q2 | $311K | Sell |
12,593
-729,159
| -98% | -$18M | 0.2% | 44 |
|
|
2017
Q1 | $17.6M | Buy |
741,752
+24,304
| +3% | +$577K | 9.83% | 3 |
|
|
2016
Q4 | $16.7M | Buy |
+717,448
| New | +$16.7M | 9.43% | 3 |
|