Elevatus Welath Management’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 | $586K | Hold |
11,181
| – | – | 0.2% | 60 |
|
|
2025
Q1 | $557K | Hold |
11,181
| – | – | 0.32% | 48 |
|
|
2024
Q4 | $540K | Hold |
11,181
| – | – | 0.18% | 53 |
|
|
2024
Q3 | $507K | Buy |
11,181
+1,315
| +13% | +$59.6K | 0.17% | 53 |
|
|
2024
Q2 | $406K | Hold |
9,866
| – | – | 0.15% | 70 |
|
|
2024
Q1 | $416K | Hold |
9,866
| – | – | 0.16% | 60 |
|
|
2023
Q4 | $371K | Sell |
9,866
-729
| -7% | -$27.4K | 0.17% | 60 |
|
|
2023
Q3 | $351K | Buy |
+10,595
| New | +$351K | 0.32% | 46 |
|