Worth Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $326K | Buy |
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|
2025
Q2 | $257K | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.19M | Buy |
|
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|
2024
Q2 | $723K | Sell |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $97.4K | Sell |
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|
2023
Q1 | $93.5K | Sell |
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|
2022
Q4 | $154K | Buy |
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|
2022
Q3 | $88K | Sell |
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|
2022
Q2 | $93K | Buy |
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|
2022
Q1 | $2K | Buy |
|