WFAG
Worth Financial Advisory Group’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
35,133
-1
| -0% | -$55 | 1.18% | 20 |
|
|
2025
Q1 | $1.78M | Sell |
35,134
-7,343
| -17% | -$373K | 1.13% | 19 |
|
|
2024
Q4 | $2.27M | Sell |
42,477
-5,385
| -11% | -$288K | 1.4% | 17 |
|
|
2024
Q3 | $2.48M | Buy |
47,862
+2,909
| +6% | +$151K | 1.46% | 16 |
|
|
2024
Q2 | $2.29M | Buy |
44,953
+3,461
| +8% | +$176K | 1.5% | 17 |
|
|
2024
Q1 | $2.07M | Buy |
41,492
+13,006
| +46% | +$648K | 1.43% | 18 |
|
|
2023
Q4 | $1.3M | Buy |
28,486
+1,987
| +7% | +$90.9K | 1.04% | 23 |
|
|
2023
Q3 | $1.09M | Buy |
26,499
+3,455
| +15% | +$143K | 0.99% | 24 |
|
|
2023
Q2 | $999K | Buy |
23,044
+721
| +3% | +$31.3K | 0.93% | 24 |
|
|
2023
Q1 | $896K | Buy |
22,323
+4,886
| +28% | +$196K | 0.86% | 28 |
|
|
2022
Q4 | $678K | Buy |
+17,437
| New | +$678K | 0.79% | 32 |
|