World Equity Group’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 | $1.18M | Sell |
22,449
-9,078
| -29% | -$475K | 0.32% | 66 |
|
|
2025
Q1 | $1.57M | Sell |
31,527
-16,913
| -35% | -$841K | 0.45% | 49 |
|
|
2024
Q4 | $2.34M | Buy |
48,440
+25,163
| +108% | +$1.22M | 0.5% | 45 |
|
|
2024
Q3 | $1.05M | Buy |
23,277
+997
| +4% | +$45.2K | 0.38% | 65 |
|
|
2024
Q2 | $916K | Sell |
22,280
-1,561
| -7% | -$64.2K | 0.27% | 100 |
|
|
2024
Q1 | $1M | Sell |
23,841
-524
| -2% | -$22.1K | 0.21% | 116 |
|
|
2023
Q4 | $916K | Sell |
24,365
-519
| -2% | -$19.5K | 0.18% | 124 |
|
|
2023
Q3 | $825K | Buy |
24,884
+2,053
| +9% | +$68.1K | 0.17% | 135 |
|
|
2023
Q2 | $770K | Sell |
22,831
-7,010
| -23% | -$236K | 0.23% | 111 |
|
|
2023
Q1 | $872K | Buy |
29,841
+2,408
| +9% | +$70.4K | 0.13% | 182 |
|
|
2022
Q4 | $938K | Buy |
27,433
+3,393
| +14% | +$116K | 0.22% | 116 |
|
|
2022
Q3 | $730K | Buy |
24,040
+496
| +2% | +$15.1K | 0.18% | 127 |
|
|
2022
Q2 | $740K | Sell |
23,544
-5,630
| -19% | -$177K | 0.19% | 136 |
|
|
2022
Q1 | $1.12M | Buy |
+29,174
| New | +$1.12M | 0.24% | 116 |
|