Wedmont Private Capital’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 | $1.55M | Buy |
29,534
+182
| +0.6% | +$9.54K | 0.07% | 191 |
|
|
2025
Q1 | $1.37M | Buy |
29,352
+23
| +0.1% | +$1.07K | 0.07% | 174 |
|
|
2024
Q4 | $1.39M | Buy |
29,329
+3,360
| +13% | +$159K | 0.07% | 164 |
|
|
2024
Q3 | $1.17M | Buy |
25,969
+22
| +0.1% | +$992 | 0.07% | 179 |
|
|
2024
Q2 | $1.1M | Buy |
25,947
+24
| +0.1% | +$1.02K | 0.07% | 181 |
|
|
2024
Q1 | $1.08M | Buy |
25,923
+23
| +0.1% | +$955 | 0.08% | 171 |
|
|
2023
Q4 | $984K | Sell |
25,900
-2,971
| -10% | -$113K | 0.08% | 167 |
|
|
2023
Q3 | $954K | Sell |
28,871
-2,322
| -7% | -$76.8K | 0.1% | 135 |
|
|
2023
Q2 | $1.07M | Buy |
31,193
+11,818
| +61% | +$405K | 0.12% | 120 |
|
|
2023
Q1 | $621K | Buy |
19,375
+30
| +0.2% | +$962 | 0.08% | 185 |
|
|
2022
Q4 | $684K | Buy |
19,345
+144
| +0.7% | +$5.1K | 0.1% | 152 |
|
|
2022
Q3 | $583K | Buy |
19,201
+1,200
| +7% | +$36.4K | 0.12% | 141 |
|
|
2022
Q2 | $566K | Buy |
18,001
+1
| +0% | +$31 | 0.12% | 123 |
|
|
2022
Q1 | $685K | Buy |
18,000
+8,676
| +93% | +$330K | 0.15% | 110 |
|
|
2021
Q4 | $385K | Buy |
+9,324
| New | +$385K | 0.12% | 141 |
|