World Investment Advisors’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 | $2.47M | Sell |
47,095
-3,143
| -6% | -$165K | 0.06% | 340 |
|
|
2025
Q1 | $2.5M | Sell |
50,238
-19,084
| -28% | -$951K | 0.07% | 312 |
|
|
2024
Q4 | $3.35M | Buy |
69,322
+34,649
| +100% | +$1.67M | 0.09% | 248 |
|
|
2024
Q3 | $1.57M | Buy |
34,673
+13,473
| +64% | +$611K | 0.05% | 335 |
|
|
2024
Q2 | $869K | Buy |
21,200
+7,287
| +52% | +$299K | 0.05% | 293 |
|
|
2024
Q1 | $620K | Sell |
13,913
-3,709
| -21% | -$165K | 0.09% | 188 |
|
|
2023
Q4 | $663K | Buy |
+17,622
| New | +$663K | 0.09% | 189 |
|
|
2022
Q1 | – | Sell |
-12,832
| Closed | -$522K | – | 286 |
|
|
2021
Q4 | $522K | Buy |
12,832
+890
| +7% | +$36.2K | 0.11% | 140 |
|
|
2021
Q3 | $448K | Sell |
11,942
-1,880
| -14% | -$70.5K | 0.1% | 135 |
|
|
2021
Q2 | $507K | Sell |
13,822
-46
| -0.3% | -$1.69K | 0.12% | 124 |
|
|
2021
Q1 | $517K | Buy |
+13,868
| New | +$517K | 0.12% | 117 |
|