SWM
Stockman 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 | $5.97M | Sell |
114,068
-323
| -0.3% | -$16.9K | 0.81% | 39 |
|
|
2025
Q1 | $5.7M | Sell |
114,391
-922
| -0.8% | -$45.9K | 0.84% | 39 |
|
|
2024
Q4 | $5.57M | Buy |
115,313
+210
| +0.2% | +$10.1K | 0.87% | 37 |
|
|
2024
Q3 | $5.22M | Buy |
115,103
+3,617
| +3% | +$164K | 0.81% | 37 |
|
|
2024
Q2 | $4.58M | Sell |
111,486
-597
| -0.5% | -$24.5K | 0.8% | 37 |
|
|
2024
Q1 | $4.72M | Buy |
112,083
+6,188
| +6% | +$261K | 0.83% | 39 |
|
|
2023
Q4 | $3.98M | Buy |
105,895
+5,475
| +5% | +$206K | 0.79% | 38 |
|
|
2023
Q3 | $3.33M | Buy |
100,420
+12,739
| +15% | +$423K | 0.73% | 38 |
|
|
2023
Q2 | $2.96M | Buy |
87,681
+17,211
| +24% | +$580K | 0.63% | 41 |
|
|
2023
Q1 | $2.27M | Buy |
70,470
+16,809
| +31% | +$540K | 0.51% | 48 |
|
|
2022
Q4 | $1.84M | Buy |
+53,661
| New | +$1.84M | 0.42% | 52 |
|