GeoWealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.58M | Buy |
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|
2025
Q2 | $5M | Sell |
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|
2025
Q1 | $5.3M | Sell |
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|
2024
Q4 | $5.16M | Buy |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $3.47M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $137K | Buy |
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|
2023
Q1 | $69K | Sell |
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|
2022
Q4 | $101K | Sell |
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|
2022
Q3 | $178K | Sell |
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|
2022
Q2 | $5.09M | Sell |
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|
2022
Q1 | $6.36M | Sell |
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|
2021
Q4 | $6.6M | Sell |
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|
2021
Q3 | $6.54M | Buy |
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|
2021
Q2 | $5.66M | Sell |
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|
2021
Q1 | $7.17M | Buy |
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|
2020
Q4 | $4.1M | Buy |
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|
2020
Q3 | $2.81M | Buy |
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|
2020
Q2 | $2.27M | Buy |
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