Leo Wealth LLC’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 | $612K | Buy |
11,683
+5,644
| +93% | +$296K | 0.05% | 212 |
|
|
2025
Q1 | $301K | Sell |
6,039
-5,570
| -48% | -$277K | 0.04% | 222 |
|
|
2024
Q4 | $561K | Buy |
11,609
+1,139
| +11% | +$55K | 0.05% | 221 |
|
|
2024
Q3 | $474K | Buy |
10,470
+5
| +0% | +$227 | 0.04% | 232 |
|
|
2024
Q2 | $431K | Buy |
10,465
+79
| +0.8% | +$3.25K | 0.04% | 234 |
|
|
2024
Q1 | $436K | Sell |
10,386
-95
| -0.9% | -$3.99K | 0.04% | 231 |
|
|
2023
Q4 | $411K | Buy |
+10,481
| New | +$411K | 0.04% | 223 |
|