WT Wealth 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
$6.89M Sell
2025
Q2
$6.85M Sell
2025
Q1
$7.67M Buy
2024
Q4
$4.17M Buy
2024
Q3
$4.01M Sell
2024
Q2
$3.64M Sell
2024
Q1
$3.81M Buy
2023
Q4
$3.3M Buy
2022
Q3
Sell
2022
Q2
$2.24M Buy
2022
Q1
$2.67M Sell
2021
Q4
$2.83M Buy
2021
Q3
$1.83M Buy
2021
Q2
$1.41M Buy
2021
Q1
$721K Buy
2020
Q1
Sell
2019
Q4
$779K Buy
2019
Q3
$663K Buy