Waterloo Capital’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 | $11.1M | Sell |
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|
2025
Q2 | $11M | Sell |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $6.97M | Buy |
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|
2024
Q3 | $5.86M | Buy |
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|
2024
Q2 | $645K | Sell |
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|
2024
Q1 | $759K | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $493K | Buy |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $282K | Buy |
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