SWA
Strategies 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 | $278K | Sell |
5,302
-3,280
| -38% | -$172K | 0.03% | 147 |
|
|
2025
Q1 | $427K | Buy |
8,582
+329
| +4% | +$16.4K | 0.05% | 111 |
|
|
2024
Q4 | $424K | Buy |
8,253
+233
| +3% | +$12K | 0.05% | 91 |
|
|
2024
Q3 | $363K | Sell |
8,020
-301
| -4% | -$13.6K | 0.05% | 73 |
|
|
2024
Q2 | $342K | Buy |
8,321
+1,138
| +16% | +$46.8K | 0.05% | 72 |
|
|
2024
Q1 | $303K | Buy |
7,183
+469
| +7% | +$19.8K | 0.05% | 78 |
|
|
2023
Q4 | $252K | Buy |
6,714
+563
| +9% | +$21.2K | 0.04% | 76 |
|
|
2023
Q3 | $204K | Buy |
6,151
+5
| +0.1% | +$166 | 0.04% | 75 |
|
|
2023
Q2 | $207K | Buy |
+6,146
| New | +$207K | 0.04% | 80 |
|