EFG
Ethos Financial Group’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 | $2.46M | Buy |
+46,924
| New | +$2.46M | 0.21% | 108 |
|
|
2025
Q1 | – | Sell |
-3,127
| Closed | -$151K | – | 505 |
|
|
2024
Q4 | $151K | Buy |
+3,127
| New | +$151K | 0.02% | 311 |
|
|
2024
Q2 | – | Sell |
-5,119
| Closed | -$216K | – | 313 |
|
|
2024
Q1 | $216K | Sell |
5,119
-2,382
| -32% | -$101K | 0.04% | 250 |
|
|
2023
Q4 | $282K | Buy |
7,501
+1,103
| +17% | +$41.5K | 0.06% | 205 |
|
|
2023
Q3 | $212K | Buy |
+6,398
| New | +$212K | 0.05% | 159 |
|