SMART Wealth’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 | $3.25M | Buy |
61,979
+6,779
| +12% | +$355K | 1.02% | 35 |
|
|
2025
Q1 | $2.75M | Sell |
55,200
-572
| -1% | -$28.5K | 0.99% | 33 |
|
|
2024
Q4 | $2.7M | Buy |
55,772
+7,621
| +16% | +$368K | 0.96% | 31 |
|
|
2024
Q3 | $2.18M | Buy |
48,151
+22,290
| +86% | +$1.01M | 0.86% | 35 |
|
|
2024
Q2 | $1.06M | Buy |
25,861
+4,371
| +20% | +$180K | 0.43% | 52 |
|
|
2024
Q1 | $905K | Buy |
+21,490
| New | +$905K | 0.41% | 49 |
|
|
2023
Q3 | – | Sell |
-6,147
| Closed | -$207K | – | 86 |
|
|
2023
Q2 | $207K | Buy |
+6,147
| New | +$207K | 0.16% | 77 |
|
|
2023
Q1 | – | Sell |
-12,009
| Closed | -$411K | – | 85 |
|
|
2022
Q4 | $411K | Buy |
+12,009
| New | +$411K | 0.31% | 57 |
|