Fifth Third Wealth Advisors’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 | $307K | Sell |
5,855
-2,250
| -28% | -$118K | 0.01% | 524 |
|
|
2025
Q1 | $404K | Buy |
8,105
+731
| +10% | +$36.4K | 0.02% | 390 |
|
|
2024
Q4 | $356K | Buy |
7,374
+2,095
| +40% | +$101K | 0.02% | 429 |
|
|
2024
Q3 | $239K | Buy |
+5,279
| New | +$239K | 0.01% | 562 |
|
|
2024
Q2 | – | Sell |
-5,075
| Closed | -$214K | – | 669 |
|
|
2024
Q1 | $214K | Buy |
+5,075
| New | +$214K | 0.03% | 233 |
|
|
2023
Q3 | – | Sell |
-5,954
| Closed | -$201K | – | 162 |
|
|
2023
Q2 | $201K | Buy |
+5,954
| New | +$201K | 0.13% | 134 |
|