RA
Rise Advisors’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 | $5.72M | Buy |
109,237
+2,406
| +2% | +$126K | 2.27% | 8 |
|
|
2025
Q1 | $5.32M | Sell |
106,831
-2,069
| -2% | -$103K | 2.35% | 7 |
|
|
2024
Q4 | $5.26M | Sell |
108,900
-6,197
| -5% | -$300K | 2.53% | 7 |
|
|
2024
Q3 | $5.22M | Buy |
115,097
+4,759
| +4% | +$216K | 2.5% | 7 |
|
|
2024
Q2 | $4.54M | Sell |
110,338
-76,514
| -41% | -$3.15M | 2.4% | 7 |
|
|
2024
Q1 | $7.87M | Buy |
186,852
+3,073
| +2% | +$129K | 4.19% | 7 |
|
|
2023
Q4 | $6.91M | Buy |
183,779
+2,636
| +1% | +$99.1K | 4.83% | 7 |
|
|
2023
Q3 | $6.01M | Buy |
181,143
+14,353
| +9% | +$476K | 4.76% | 6 |
|
|
2023
Q2 | $5.62M | Buy |
166,790
+17,247
| +12% | +$581K | 4.35% | 6 |
|
|
2023
Q1 | $4.81M | Buy |
149,543
+61,962
| +71% | +$1.99M | 3.63% | 7 |
|
|
2022
Q4 | $3M | Sell |
87,581
-5,631
| -6% | -$193K | 2.41% | 8 |
|
|
2022
Q3 | $2.83M | Buy |
93,212
+3,737
| +4% | +$113K | 2.35% | 9 |
|
|
2022
Q2 | $2.81M | Buy |
89,475
+3,244
| +4% | +$102K | 2.84% | 8 |
|
|
2022
Q1 | $3.3M | Buy |
86,231
+32,497
| +60% | +$1.25M | 2.97% | 8 |
|
|
2021
Q4 | $2.1M | Buy |
+53,734
| New | +$2.1M | 2% | 11 |
|