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LVZ Inc’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
$1.13M Buy
21,566
+1,148
+6% +$60.1K 0.14% 50
2025
Q1
$1.02M Buy
20,418
+305
+2% +$15.2K 0.13% 48
2024
Q4
$972K Sell
20,113
-299
-1% -$14.5K 0.12% 47
2024
Q3
$925K Buy
20,412
+366
+2% +$16.6K 0.12% 50
2024
Q2
$824K Buy
+20,046
New +$824K 0.11% 51