SWA
SOA Wealth 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 | $972K | Sell |
18,567
-533
| -3% | -$27.9K | 0.18% | 81 |
|
|
2025
Q1 | $951K | Buy |
19,100
+34
| +0.2% | +$1.69K | 0.2% | 76 |
|
|
2024
Q4 | $921K | Sell |
19,066
-170
| -0.9% | -$8.22K | 0.17% | 77 |
|
|
2024
Q3 | $872K | Buy |
19,236
+50
| +0.3% | +$2.27K | 0.17% | 79 |
|
|
2024
Q2 | $789K | Sell |
19,186
-167
| -0.9% | -$6.87K | 0.16% | 83 |
|
|
2024
Q1 | $815K | Buy |
19,353
+50
| +0.3% | +$2.11K | 0.17% | 77 |
|
|
2023
Q4 | $726K | Buy |
19,303
+6
| +0% | +$226 | 0.16% | 77 |
|
|
2023
Q3 | $640K | Buy |
19,297
+127
| +0.7% | +$4.21K | 0.16% | 78 |
|
|
2023
Q2 | $646K | Sell |
19,170
-33
| -0.2% | -$1.11K | 0.15% | 77 |
|
|
2023
Q1 | $617K | Buy |
19,203
+72
| +0.4% | +$2.32K | 0.15% | 77 |
|
|
2022
Q4 | $654K | Sell |
19,131
-302
| -2% | -$10.3K | 0.18% | 70 |
|
|
2022
Q3 | $589K | Buy |
19,433
+82
| +0.4% | +$2.49K | 0.18% | 72 |
|
|
2022
Q2 | $608K | Buy |
19,351
+74
| +0.4% | +$2.33K | 0.18% | 74 |
|
|
2022
Q1 | $738K | Buy |
19,277
+55
| +0.3% | +$2.11K | 0.18% | 81 |
|
|
2021
Q4 | $751K | Buy |
19,222
+69
| +0.4% | +$2.7K | 0.18% | 77 |
|
|
2021
Q3 | $718K | Buy |
19,153
+314
| +2% | +$11.8K | 0.18% | 77 |
|
|
2021
Q2 | $691K | Sell |
18,839
-593
| -3% | -$21.8K | 0.18% | 80 |
|
|
2021
Q1 | $661K | Buy |
19,432
+64
| +0.3% | +$2.18K | 0.18% | 80 |
|
|
2020
Q4 | $606K | Buy |
+19,368
| New | +$606K | 0.16% | 78 |
|