CA
CWC Advisors’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 | $2.62M | Buy |
50,017
+1,385
| +3% | +$72.5K | 1.35% | 25 |
|
|
2025
Q1 | $2.42M | Buy |
48,632
+16,544
| +52% | +$824K | 1.38% | 23 |
|
|
2024
Q4 | $1.55M | Buy |
32,088
+682
| +2% | +$33K | 1.55% | 16 |
|
|
2024
Q3 | $1.42M | Buy |
+31,406
| New | +$1.42M | 1.41% | 16 |
|