WT Wealth Management’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 | $6.85M | Sell |
130,722
-23,169
| -15% | -$1.21M | 2.03% | 14 |
|
|
2025
Q1 | $7.67M | Buy |
153,891
+67,623
| +78% | +$3.37M | 2.49% | 10 |
|
|
2024
Q4 | $4.17M | Buy |
86,268
+2,164
| +3% | +$105K | 1.31% | 24 |
|
|
2024
Q3 | $4.01M | Sell |
84,104
-4,436
| -5% | -$211K | 1.28% | 23 |
|
|
2024
Q2 | $3.64M | Sell |
88,540
-1,899
| -2% | -$78.1K | 1.24% | 25 |
|
|
2024
Q1 | $3.81M | Buy |
90,439
+2,715
| +3% | +$114K | 1.36% | 17 |
|
|
2023
Q4 | $3.3M | Buy |
+87,724
| New | +$3.3M | 1.3% | 20 |
|
|
2022
Q3 | – | Sell |
-71,092
| Closed | -$2.24M | – | 106 |
|
|
2022
Q2 | $2.24M | Buy |
71,092
+1,355
| +2% | +$42.6K | 1.1% | 24 |
|
|
2022
Q1 | $2.67M | Sell |
69,737
-2,660
| -4% | -$102K | 1.03% | 28 |
|
|
2021
Q4 | $2.83M | Buy |
72,397
+23,535
| +48% | +$919K | 1.04% | 28 |
|
|
2021
Q3 | $1.83M | Buy |
48,862
+10,435
| +27% | +$392K | 0.71% | 42 |
|
|
2021
Q2 | $1.41M | Buy |
38,427
+17,249
| +81% | +$633K | 0.57% | 56 |
|
|
2021
Q1 | $721K | Buy |
+21,178
| New | +$721K | 0.33% | 86 |
|
|
2020
Q1 | – | Sell |
-25,339
| Closed | -$779K | – | 95 |
|
|
2019
Q4 | $779K | Buy |
25,339
+1,659
| +7% | +$51K | 0.59% | 38 |
|
|
2019
Q3 | $663K | Buy |
+23,680
| New | +$663K | 0.58% | 39 |
|