FWG Investments’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $657K | Sell |
11,962
-426
| -3% | -$23.4K | 0.5% | 53 |
|
2025
Q1 | $629K | Sell |
12,388
-5,379
| -30% | -$273K | 0.74% | 42 |
|
2024
Q4 | $949K | Sell |
17,767
-330
| -2% | -$17.6K | 0.74% | 41 |
|
2024
Q3 | $938K | Buy |
18,097
+1,557
| +9% | +$80.7K | 0.81% | 35 |
|
2024
Q2 | $842K | Buy |
16,540
+1,535
| +10% | +$78.1K | 0.85% | 36 |
|
2024
Q1 | $748K | Buy |
15,005
+1,729
| +13% | +$86.2K | 0.81% | 29 |
|
2023
Q4 | $607K | Buy |
+13,276
| New | +$607K | 0.75% | 32 |
|