SWM
Spire 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 | $34.9M | Sell |
668,736
-152,985
| -19% | -$7.99M | 1.26% | 11 |
|
|
2025
Q1 | $40.9M | Buy |
821,721
+63,594
| +8% | +$3.17M | 1.31% | 9 |
|
|
2024
Q4 | $36.6M | Buy |
758,127
+32,932
| +5% | +$1.59M | 1.14% | 12 |
|
|
2024
Q3 | $32.9M | Sell |
725,195
-35,867
| -5% | -$1.63M | 1.11% | 13 |
|
|
2024
Q2 | $31.2M | Sell |
761,062
-94,845
| -11% | -$3.89M | 1.1% | 12 |
|
|
2024
Q1 | $81.7M | Buy |
855,907
+4,695
| +0.6% | +$448K | 1.48% | 18 |
|
|
2023
Q4 | $32.3M | Buy |
851,212
+259,270
| +44% | +$9.83M | 1.07% | 12 |
|
|
2023
Q3 | $19.6M | Buy |
591,942
+112,607
| +23% | +$3.74M | 0.75% | 24 |
|
|
2023
Q2 | $16.2M | Buy |
479,335
+58,782
| +14% | +$1.98M | 0.6% | 31 |
|
|
2023
Q1 | $13.5M | Buy |
420,553
+76,654
| +22% | +$2.46M | 0.53% | 37 |
|
|
2022
Q4 | $11.8M | Sell |
343,899
-34,430
| -9% | -$1.18M | 0.66% | 30 |
|
|
2022
Q3 | $11.5M | Sell |
378,329
-78,974
| -17% | -$2.4M | 0.7% | 27 |
|
|
2022
Q2 | $14.4M | Sell |
457,303
-155,557
| -25% | -$4.89M | 0.59% | 35 |
|
|
2022
Q1 | $23.1M | Sell |
612,860
-121,697
| -17% | -$4.59M | 0.62% | 33 |
|
|
2021
Q4 | $28.8M | Buy |
734,557
+44,628
| +6% | +$1.75M | 0.64% | 28 |
|
|
2021
Q3 | $25.9M | Sell |
689,929
-121,414
| -15% | -$4.56M | 0.69% | 30 |
|
|
2021
Q2 | $29.8M | Buy |
811,343
+232,293
| +40% | +$8.55M | 0.81% | 20 |
|
|
2021
Q1 | $19.6M | Buy |
+579,050
| New | +$19.6M | 0.52% | 37 |
|