Wealthstar Advisors’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
2026
Q1
$929K Sell
18,816
-866
-4% -$45.1K 0.55% 55
2025
Q4
$1.08M Sell
19,682
-1,273
-6% -$67.8K 0.59% 42
2025
Q3
$1.13M Buy
20,955
+2,622
+14% +$139K 0.45% 53
2025
Q2
$960K Buy
18,333
+1,262
+7% +$62.5K 0.36% 54
2025
Q1
$850K Buy
17,071
+916
+6% +$45.9K 0.39% 57
2024
Q4
$781K Buy
+16,155
New +$781K 0.34% 55
2024
Q2
Sell
-12,276
Closed -$525K 146
2024
Q1
$525K Buy
12,276
+450
+4% +$17.8K 0.18% 80
2023
Q4
$445K Buy
11,826
+172
+1% +$5.96K 0.17% 83
2023
Q3
$387K Buy
11,654
+653
+6% +$22.5K 0.17% 73
2023
Q2
$371K Buy
11,001
+5
+0% +$163 0.16% 55
2023
Q1
$354K Buy
10,996
+4
+0% +$139 0.15% 65
2022
Q4
$376K Buy
10,992
+506
+5% +$17.1K 0.17% 59
2022
Q3
$319K Buy
10,486
+147
+1% +$4.86K 0.15% 71
2022
Q2
$322K Buy
10,339
+908
+10% +$31.4K 0.14% 71
2022
Q1
$379K Buy
9,431
+756
+9% +$29.5K 0.14% 67
2021
Q4
$343K Buy
8,675
+2,378
+38% +$93.5K 0.12% 61
2021
Q3
$237K Buy
+6,297
New +$236K 0.09% 78

Other funds holding XLF