COWA LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$431K Sell
2025
Q2
$420K Buy
2025
Q1
$398K Hold
2024
Q4
$387K Hold
2024
Q3
$363K Sell
2024
Q2
$341K Hold
2024
Q1
$350K Hold
2023
Q4
$312K Hold
2023
Q3
$275K Hold
2023
Q2
$280K Sell
2023
Q1
$258K Buy
2022
Q4
$368K Sell
2022
Q3
$359K Buy
2022
Q2
$290K Sell
2022
Q1
$374K Sell
2021
Q4
$382K Buy
2021
Q3
$349K Hold
2021
Q2
$344K Sell
2021
Q1
$347K Buy
2020
Q4
$288K Buy