NEWAS
N.E.W. Advisory Services’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 | $1.05M | Sell |
20,137
-245
| -1% | -$12.8K | 0.1% | 70 |
|
|
2025
Q1 | $1.02M | Buy |
20,382
+557
| +3% | +$27.7K | 0.08% | 84 |
|
|
2024
Q4 | $958K | Buy |
19,825
+1,675
| +9% | +$81K | 0.09% | 78 |
|
|
2024
Q3 | $823K | Buy |
18,150
+216
| +1% | +$9.79K | 0.08% | 84 |
|
|
2024
Q2 | $737K | Buy |
17,934
+86
| +0.5% | +$3.54K | 0.08% | 84 |
|
|
2024
Q1 | $752K | Buy |
17,848
+597
| +3% | +$25.1K | 0.08% | 85 |
|
|
2023
Q4 | $649K | Sell |
17,251
-430
| -2% | -$16.2K | 0.08% | 88 |
|
|
2023
Q3 | $586K | Sell |
17,681
-2,689
| -13% | -$89.2K | 0.08% | 90 |
|
|
2023
Q2 | $687K | Sell |
20,370
-6,943
| -25% | -$234K | 0.1% | 73 |
|
|
2023
Q1 | $878K | Sell |
27,313
-1,773
| -6% | -$57K | 0.13% | 60 |
|
|
2022
Q4 | $995K | Sell |
29,086
-2,543
| -8% | -$87K | 0.16% | 57 |
|
|
2022
Q3 | $960K | Sell |
31,629
-1,165
| -4% | -$35.4K | 0.17% | 53 |
|
|
2022
Q2 | $1.03M | Buy |
32,794
+9,848
| +43% | +$310K | 0.18% | 52 |
|
|
2022
Q1 | $781K | Sell |
22,946
-10,124
| -31% | -$345K | 0.15% | 66 |
|
|
2021
Q4 | $1.29M | Buy |
33,070
+1,850
| +6% | +$72.2K | 0.2% | 49 |
|
|
2021
Q3 | $1.17M | Buy |
31,220
+1,944
| +7% | +$73K | 0.19% | 50 |
|
|
2021
Q2 | $1.07M | Buy |
29,276
+6,330
| +28% | +$232K | 0.18% | 55 |
|
|
2021
Q1 | $792K | Sell |
22,946
-3,185
| -12% | -$110K | 0.15% | 65 |
|
|
2020
Q4 | $767K | Buy |
26,131
+8,304
| +47% | +$244K | 0.16% | 64 |
|
|
2020
Q3 | $431K | Sell |
17,827
-2,896
| -14% | -$70K | 0.12% | 67 |
|
|
2020
Q2 | $480K | Buy |
+20,723
| New | +$480K | 0.15% | 57 |
|
|
2019
Q4 | $775K | Buy |
+25,245
| New | +$775K | 0.25% | 46 |
|