TruWealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $662K | Buy |
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|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $612K | Buy |
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|
2024
Q4 | $561K | Buy |
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|
2024
Q3 | $526K | Sell |
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|
2024
Q2 | $509K | Buy |
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|
2024
Q1 | $522K | Buy |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | $426K | Buy |
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $473K | Buy |
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|
2022
Q1 | $552K | Sell |
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|
2021
Q4 | $643K | Sell |
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|
2021
Q3 | $642K | Sell |
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|
2021
Q2 | $660K | Sell |
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|
2021
Q1 | $834K | Sell |
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|
2020
Q4 | $873K | Buy |
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