Wealthedge 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
$2.1M Buy
40,003
+3,744
+10% +$196K 0.87% 34
2025
Q1
$1.81M Buy
36,259
+12,105
+50% +$603K 0.81% 38
2024
Q4
$1.17M Buy
+24,154
New +$1.17M 0.53% 55