GWP
Gateway Wealth Partners’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 | $848K | Buy |
16,184
+66
| +0.4% | +$3.46K | 0.16% | 143 |
|
|
2025
Q1 | $803K | Buy |
+16,118
| New | +$803K | 0.18% | 125 |
|
|
2024
Q2 | – | Sell |
-4,783
| Closed | -$201K | – | 279 |
|
|
2024
Q1 | $201K | Buy |
+4,783
| New | +$201K | 0.07% | 229 |
|
|
2023
Q4 | – | Sell |
-13,852
| Closed | -$459K | – | 292 |
|
|
2023
Q3 | $459K | Sell |
13,852
-607
| -4% | -$20.1K | 0.08% | 134 |
|
|
2023
Q2 | $487K | Buy |
14,459
+990
| +7% | +$33.4K | 0.09% | 128 |
|
|
2023
Q1 | $433K | Buy |
13,469
+1,453
| +12% | +$46.7K | 0.07% | 132 |
|
|
2022
Q4 | $411K | Buy |
+12,016
| New | +$411K | 0.07% | 123 |
|