Western Wealth Management’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 | $7.29M | Buy |
139,145
+1,999
| +1% | +$105K | 0.43% | 40 |
|
|
2025
Q1 | $6.83M | Buy |
137,146
+13,619
| +11% | +$678K | 0.45% | 45 |
|
|
2024
Q4 | $5.97M | Sell |
123,527
-15,000
| -11% | -$725K | 0.39% | 46 |
|
|
2024
Q3 | $6.28M | Buy |
138,527
+28,050
| +25% | +$1.27M | 0.36% | 53 |
|
|
2024
Q2 | $4.54M | Buy |
110,477
+998
| +0.9% | +$41K | 0.34% | 57 |
|
|
2024
Q1 | $4.61M | Buy |
109,479
+969
| +0.9% | +$40.8K | 0.36% | 58 |
|
|
2023
Q4 | $4.08M | Buy |
108,510
+18,209
| +20% | +$685K | 0.29% | 74 |
|
|
2023
Q3 | $3M | Buy |
90,301
+860
| +1% | +$28.5K | 0.25% | 79 |
|
|
2023
Q2 | $3.02M | Buy |
89,441
+3,525
| +4% | +$119K | 0.26% | 85 |
|
|
2023
Q1 | $2.76M | Buy |
85,916
+7,123
| +9% | +$229K | 0.26% | 94 |
|
|
2022
Q4 | $2.69M | Sell |
78,793
-78,680
| -50% | -$2.69M | 0.28% | 94 |
|
|
2022
Q3 | $4.78M | Sell |
157,473
-16,692
| -10% | -$507K | 0.27% | 80 |
|
|
2022
Q2 | $5.49M | Sell |
174,165
-40,664
| -19% | -$1.28M | 0.31% | 69 |
|
|
2022
Q1 | $8.23M | Buy |
214,829
+125,344
| +140% | +$4.8M | 0.4% | 48 |
|
|
2021
Q4 | $3.5M | Buy |
+89,485
| New | +$3.5M | 0.35% | 59 |
|
|
2021
Q2 | $2.57M | Buy |
69,815
+25,157
| +56% | +$924K | 0.26% | 88 |
|
|
2021
Q1 | $1.52M | Buy |
44,658
+10,831
| +32% | +$369K | 0.2% | 116 |
|
|
2020
Q4 | $997K | Sell |
33,827
-2,379
| -7% | -$70.1K | 0.15% | 157 |
|
|
2020
Q3 | $872K | Sell |
36,206
-3,560
| -9% | -$85.7K | 0.14% | 162 |
|
|
2020
Q2 | $920K | Sell |
39,766
-6,635
| -14% | -$154K | 0.17% | 139 |
|
|
2020
Q1 | $961K | Sell |
46,401
-14,671
| -24% | -$304K | 0.22% | 109 |
|
|
2019
Q4 | $1.88M | Sell |
61,072
-4,731
| -7% | -$146K | 0.28% | 81 |
|
|
2019
Q3 | $1.77M | Sell |
65,803
-780
| -1% | -$21K | 0.37% | 61 |
|
|
2019
Q2 | $1.85M | Buy |
66,583
+1,736
| +3% | +$48.1K | 0.24% | 86 |
|
|
2019
Q1 | $1.67M | Sell |
64,847
-7,212
| -10% | -$186K | 0.37% | 63 |
|
|
2018
Q4 | $1.72M | Buy |
+72,059
| New | +$1.72M | 0.46% | 44 |
|