EWG Elevate’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 | $4.23M | Buy |
80,841
+72,763
| +901% | +$3.81M | 1.3% | 22 |
|
|
2025
Q1 | $402K | Sell |
8,078
-12,892
| -61% | -$642K | 0.15% | 82 |
|
|
2024
Q4 | $1.01M | Buy |
20,970
+9,001
| +75% | +$435K | 0.31% | 70 |
|
|
2024
Q3 | $542K | Buy |
11,969
+4,786
| +67% | +$217K | 0.22% | 67 |
|
|
2024
Q2 | $295K | Buy |
+7,183
| New | +$295K | 0.11% | 107 |
|
|
2023
Q1 | – | Sell |
-1,692
| Closed | -$57.9K | – | 808 |
|
|
2022
Q4 | $57.9K | Buy |
+1,692
| New | +$57.9K | 0.03% | 165 |
|
|
2022
Q2 | – | Sell |
-6,813
| Closed | -$261K | – | 104 |
|
|
2022
Q1 | $261K | Hold |
6,813
| – | – | 0.1% | 74 |
|
|
2021
Q4 | $266K | Hold |
6,813
| – | – | 0.13% | 72 |
|
|
2021
Q3 | $256K | Buy |
6,813
+161
| +2% | +$6.05K | 0.11% | 75 |
|
|
2021
Q2 | $246K | Buy |
6,652
+108
| +2% | +$3.99K | 0.1% | 72 |
|
|
2021
Q1 | $223K | Buy |
+6,544
| New | +$223K | 0.1% | 67 |
|
|
2020
Q1 | – | Sell |
-7,516
| Closed | -$231K | – | 84 |
|
|
2019
Q4 | $231K | Buy |
+7,516
| New | +$231K | 0.13% | 68 |
|