Wealth Effects’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 | $312K | Sell |
5,954
-3,353
| -36% | -$176K | 0.12% | 144 |
|
|
2025
Q1 | $464K | Sell |
9,307
-1,595
| -15% | -$79.4K | 0.19% | 104 |
|
|
2024
Q4 | $527K | Buy |
10,902
+2,305
| +27% | +$111K | 0.19% | 103 |
|
|
2024
Q3 | $390K | Buy |
8,597
+1,700
| +25% | +$77K | 0.14% | 134 |
|
|
2024
Q2 | $284K | Sell |
6,897
-1,874
| -21% | -$77K | 0.1% | 153 |
|
|
2024
Q1 | $369K | Sell |
8,771
-2,247
| -20% | -$94.6K | 0.14% | 131 |
|
|
2023
Q4 | $414K | Buy |
+11,018
| New | +$414K | 0.16% | 126 |
|
|
2023
Q1 | – | Sell |
-6,067
| Closed | -$207K | – | 207 |
|
|
2022
Q4 | $207K | Buy |
+6,067
| New | +$207K | 0.12% | 165 |
|
|
2022
Q2 | – | Sell |
-6,210
| Closed | -$238K | – | 213 |
|
|
2022
Q1 | $238K | Buy |
6,210
+450
| +8% | +$17.2K | 0.11% | 167 |
|
|
2021
Q4 | $225K | Buy |
+5,760
| New | +$225K | 0.09% | 185 |
|