Alteri Wealth’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
20,909
+98
+0.5% +$5.13K 0.42% 52
2025
Q1
$1.04M Buy
20,811
+1,077
+5% +$53.6K 0.46% 55
2024
Q4
$954K Buy
+19,734
New +$954K 0.26% 56