Private Wealth Advisors (California)’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 | Sell |
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|
2025
Q2 | $7.56M | Sell |
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|
2025
Q1 | $7.72M | Buy |
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|
2024
Q4 | $6.79M | Buy |
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|
2024
Q3 | $4.63M | Sell |
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|
2024
Q2 | $4.26M | Sell |
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|
2024
Q1 | $5.85M | Sell |
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|
2023
Q4 | $5.58M | Sell |
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|
2023
Q3 | $5.11M | Sell |
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|
2023
Q2 | $5.25M | Buy |
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|
2023
Q1 | $5.01M | Sell |
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|
2022
Q4 | $5.6M | Sell |
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|
2022
Q3 | $4.99M | Buy |
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|
2022
Q2 | $5.74M | Buy |
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|
2022
Q1 | $6.26M | Buy |
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|
2021
Q4 | $6.05M | Buy |
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|
2021
Q3 | $5.98M | Buy |
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|
2021
Q2 | $5.12M | Buy |
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|
2021
Q1 | $4.52M | Buy |
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|
2020
Q4 | $3.8M | Buy |
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|
2020
Q3 | $2.77M | Buy |
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|
2020
Q2 | $1.97M | Buy |
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|
2020
Q1 | $1.66M | Sell |
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|
2019
Q4 | $8.34M | Sell |
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|
2019
Q3 | $10.9M | Sell |
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|
2019
Q2 | $11M | Hold |
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|
2019
Q1 | $11M | Buy |
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|
2018
Q4 | $9.93M | Buy |
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