SWM
SilverOak Wealth Management’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 | $300K | Hold |
5,727
| – | – | 0.06% | 92 |
|
|
2025
Q1 | $285K | Hold |
5,727
| – | – | 0.06% | 75 |
|
|
2024
Q4 | $277K | Hold |
5,727
| – | – | 0.06% | 79 |
|
|
2024
Q3 | $260K | Buy |
5,727
+67
| +1% | +$3.04K | 0.06% | 83 |
|
|
2024
Q2 | $233K | Hold |
5,660
| – | – | 0.06% | 83 |
|
|
2024
Q1 | $238K | Hold |
5,660
| – | – | 0.06% | 86 |
|
|
2023
Q4 | $213K | Buy |
+5,660
| New | +$213K | 0.06% | 82 |
|