CWM
Congress 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 | $151M | Buy |
2,879,565
+16,226
| +0.6% | +$850K | 1.46% | 5 |
|
|
2025
Q1 | $143M | Sell |
2,863,339
-2,830
| -0.1% | -$141K | 1.71% | 4 |
|
|
2024
Q4 | $139M | Sell |
2,866,169
-46,413
| -2% | -$2.24M | 1.9% | 3 |
|
|
2024
Q3 | $132M | Sell |
2,912,582
-29,443
| -1% | -$1.33M | 1.76% | 5 |
|
|
2024
Q2 | $121M | Buy |
2,942,025
+61,698
| +2% | +$2.54M | 1.92% | 4 |
|
|
2024
Q1 | $121M | Buy |
2,880,327
+810,107
| +39% | +$34.1M | 2.1% | 4 |
|
|
2023
Q4 | $77.8M | Buy |
2,070,220
+353,509
| +21% | +$13.3M | 1.43% | 12 |
|
|
2023
Q3 | $56.9M | Buy |
1,716,711
+81,303
| +5% | +$2.7M | 1.18% | 16 |
|
|
2023
Q2 | $55.1M | Sell |
1,635,408
-16,911
| -1% | -$570K | 1.28% | 16 |
|
|
2023
Q1 | $53.1M | Sell |
1,652,319
-459,396
| -22% | -$14.8M | 1.28% | 15 |
|
|
2022
Q4 | $72.2M | Buy |
2,111,715
+261,935
| +14% | +$8.96M | 1.86% | 7 |
|
|
2022
Q3 | $56.2M | Sell |
1,849,780
-497,116
| -21% | -$15.1M | 1.51% | 10 |
|
|
2022
Q2 | $73.8M | Buy |
2,346,896
+46,933
| +2% | +$1.48M | 1.89% | 7 |
|
|
2022
Q1 | $88.1M | Sell |
2,299,963
-109,156
| -5% | -$4.18M | 1.93% | 5 |
|
|
2021
Q4 | $94.1M | Buy |
+2,409,119
| New | +$94.1M | 1.87% | 4 |
|