SWMG LLC’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 | $806K | Buy |
15,179
+743
| +5% | +$39.4K | 0.27% | 50 |
|
|
2025
Q1 | $693K | Sell |
14,436
-1,136
| -7% | -$54.6K | 0.28% | 51 |
|
|
2024
Q4 | $785K | Buy |
15,572
+307
| +2% | +$15.5K | 0.31% | 48 |
|
|
2024
Q3 | $760K | Buy |
15,265
+939
| +7% | +$46.7K | 0.31% | 49 |
|
|
2024
Q2 | $589K | Buy |
14,326
+1,039
| +8% | +$42.7K | 0.26% | 51 |
|
|
2024
Q1 | $560K | Buy |
13,287
+1,137
| +9% | +$47.9K | 0.25% | 51 |
|
|
2023
Q4 | $457K | Buy |
12,150
+1,611
| +15% | +$60.6K | 0.22% | 62 |
|
|
2023
Q3 | $350K | Buy |
10,539
+1,960
| +23% | +$65K | 0.18% | 71 |
|
|
2023
Q2 | $289K | Buy |
+8,579
| New | +$289K | 0.15% | 73 |
|