Watts Gwilliam & Co’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
Q1
$1.7M Buy
34,120
+87
+0.3% +$4.33K 0.37% 58
2024
Q4
$1.64M Buy
34,033
+1,374
+4% +$66.4K 0.35% 59
2024
Q3
$1.48M Buy
+32,659
New +$1.48M 0.32% 64
2024
Q1
$1.42M Buy
+34,014
New +$1.42M 0.44% 48