WAM
WFA Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $41.3K | Buy |
1,005
+4
| +0.4% | +$164 | 0.02% | 104 |
|
2025
Q1 | $42.1K | Sell |
1,001
-11
| -1% | -$463 | 0.02% | 108 |
|
2024
Q4 | $48.9K | Buy |
1,012
+4
| +0.4% | +$193 | 0.03% | 114 |
|
2024
Q3 | $45.7K | Buy |
1,008
+3
| +0.3% | +$136 | 0.02% | 108 |
|
2024
Q2 | $41.3K | Buy |
1,005
+4
| +0.4% | +$164 | 0.02% | 105 |
|
2024
Q1 | $42.1K | Buy |
1,001
+4
| +0.4% | +$168 | 0.02% | 109 |
|
2023
Q4 | $37.5K | Buy |
997
+5
| +0.5% | +$188 | 0.02% | 107 |
|
2023
Q3 | $32.9K | Buy |
992
+4
| +0.4% | +$133 | 0.02% | 117 |
|
2023
Q2 | $33.3K | Buy |
988
+5
| +0.5% | +$168 | 0.02% | 118 |
|
2023
Q1 | $31.6K | Buy |
983
+5
| +0.5% | +$161 | 0.02% | 121 |
|
2022
Q4 | $33.5K | Buy |
978
+6
| +0.6% | +$205 | 0.02% | 107 |
|
2022
Q3 | $29.5K | Buy |
972
+5
| +0.5% | +$152 | 0.02% | 108 |
|
2022
Q2 | $30.4K | Buy |
967
+504
| +109% | +$15.8K | 0.02% | 107 |
|
2022
Q1 | $17.7K | Buy |
+463
| New | +$17.7K | 0.01% | 131 |
|