UP Strategic Wealth Investment Advisors’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 | $618K | Hold |
11,809
| – | – | 0.48% | 33 |
|
|
2025
Q1 | $588K | Hold |
11,809
| – | – | 0.52% | 35 |
|
|
2024
Q4 | $571K | Hold |
11,809
| – | – | 0.57% | 31 |
|
|
2024
Q3 | $535K | Hold |
11,809
| – | – | 0.6% | 33 |
|
|
2024
Q2 | $485K | Sell |
11,809
-120
| -1% | -$4.93K | 0.74% | 30 |
|
|
2024
Q1 | $502K | Hold |
11,929
| – | – | 0.82% | 28 |
|
|
2023
Q4 | $449K | Buy |
+11,929
| New | +$449K | 0.82% | 30 |
|