Hibernia Wealth Partners’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
$23.1M Buy
420,646
+209,154
+99% +$11.5M 7.46% 4
2025
Q1
$10.7M Sell
211,492
-6,981
-3% -$354K 7.63% 5
2024
Q4
$11.7M Sell
218,473
-227,436
-51% -$12.2M 7.61% 4
2024
Q3
$23.1M Buy
445,909
+9,680
+2% +$502K 6.91% 4
2024
Q2
$22.2M Buy
436,229
+231,950
+114% +$11.8M 7.73% 5
2024
Q1
$10.2M Sell
204,279
-10,707
-5% -$534K 6.9% 4
2023
Q4
$9.84M Buy
+214,986
New +$9.84M 7.37% 3