Silverlake Wealth Management’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 | $1.12M | Sell |
21,324
-11,104
| -34% | -$582K | 0.32% | 94 |
|
2025
Q1 | $1.62M | Sell |
32,428
-1,275
| -4% | -$63.5K | 0.61% | 53 |
|
2024
Q4 | $1.63M | Buy |
33,703
+14,157
| +72% | +$684K | 0.62% | 47 |
|
2024
Q3 | $886K | Buy |
+19,546
| New | +$886K | 0.34% | 80 |
|
2022
Q1 | – | Sell |
-6,467
| Closed | -$253K | – | 248 |
|
2021
Q4 | $253K | Buy |
+6,467
| New | +$253K | 0.14% | 177 |
|