Wealthspire Advisors (New York)’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 | $3.13M | Buy |
59,837
+581
| +1% | +$30.4K | 0.02% | 217 |
|
|
2025
Q1 | $2.95M | Buy |
59,256
+1,505
| +3% | +$75K | 0.02% | 215 |
|
|
2024
Q4 | $2.79M | Buy |
57,751
+8,261
| +17% | +$399K | 0.03% | 205 |
|
|
2024
Q3 | $2.24M | Buy |
49,490
+14,200
| +40% | +$644K | 0.02% | 235 |
|
|
2024
Q2 | $1.45M | Buy |
35,290
+185
| +0.5% | +$7.61K | 0.02% | 252 |
|
|
2024
Q1 | $1.48M | Sell |
35,105
-16,446
| -32% | -$693K | 0.02% | 246 |
|
|
2023
Q4 | $1.94M | Buy |
51,551
+14,233
| +38% | +$535K | 0.03% | 202 |
|
|
2023
Q3 | $1.24M | Sell |
37,318
-2,853
| -7% | -$94.6K | 0.02% | 249 |
|
|
2023
Q2 | $1.35M | Sell |
40,171
-3,804
| -9% | -$128K | 0.02% | 206 |
|
|
2023
Q1 | $1.41M | Buy |
43,975
+37
| +0.1% | +$1.19K | 0.02% | 191 |
|
|
2022
Q4 | $1.5M | Sell |
43,938
-593
| -1% | -$20.3K | 0.03% | 190 |
|
|
2022
Q3 | $1.35M | Sell |
44,531
-265
| -0.6% | -$8.05K | 0.03% | 185 |
|
|
2022
Q2 | $1.41M | Buy |
44,796
+2,061
| +5% | +$64.8K | 0.03% | 175 |
|
|
2022
Q1 | $1.64M | Buy |
42,735
+31
| +0.1% | +$1.19K | 0.04% | 142 |
|
|
2021
Q4 | $1.67M | Sell |
42,704
-1,261
| -3% | -$49.3K | 0.04% | 163 |
|
|
2021
Q3 | $1.65M | Buy |
43,965
+10,792
| +33% | +$405K | 0.03% | 187 |
|
|
2021
Q2 | $1.22M | Sell |
33,173
-15,343
| -32% | -$563K | 0.03% | 143 |
|
|
2021
Q1 | $1.65M | Buy |
48,516
+16,970
| +54% | +$578K | 0.04% | 194 |
|
|
2020
Q4 | $930K | Buy |
31,546
+2,526
| +9% | +$74.5K | 0.03% | 212 |
|
|
2020
Q3 | $699K | Buy |
29,020
+8,500
| +41% | +$205K | 0.04% | 150 |
|
|
2020
Q2 | $475K | Buy |
20,520
+8,394
| +69% | +$194K | 0.03% | 157 |
|
|
2020
Q1 | $252K | Buy |
12,126
+1,459
| +14% | +$30.3K | 0.01% | 429 |
|
|
2019
Q4 | $328K | Buy |
+10,667
| New | +$328K | 0.02% | 140 |
|