Whitaker-Myers Wealth Managers’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 | $1.34M | Buy |
25,502
+4,608
| +22% | +$241K | 0.34% | 33 |
|
|
2025
Q1 | $1.04M | Buy |
20,894
+3,563
| +21% | +$177K | 0.29% | 41 |
|
|
2024
Q4 | $838K | Sell |
17,331
-8,129
| -32% | -$393K | 0.24% | 45 |
|
|
2024
Q3 | $1.15M | Buy |
25,460
+2,057
| +9% | +$93.2K | 0.38% | 38 |
|
|
2024
Q2 | $962K | Buy |
23,403
+3,270
| +16% | +$134K | 0.36% | 41 |
|
|
2024
Q1 | $848K | Buy |
+20,133
| New | +$848K | 0.36% | 47 |
|