WT Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.89M | Sell |
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|
2025
Q2 | $6.85M | Sell |
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|
2025
Q1 | $7.67M | Buy |
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|
2024
Q4 | $4.17M | Buy |
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|
2024
Q3 | $4.01M | Sell |
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|
2024
Q2 | $3.64M | Sell |
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|
2024
Q1 | $3.81M | Buy |
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|
2023
Q4 | $3.3M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.24M | Buy |
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|
2022
Q1 | $2.67M | Sell |
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|
2021
Q4 | $2.83M | Buy |
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|
2021
Q3 | $1.83M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $721K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $779K | Buy |
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|
2019
Q3 | $663K | Buy |
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