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
2026 Q1	$5.35M	Sell	108,454 -7,376	-6%	-$384K	1.59%	16
2025 Q4	$6.34M	Sell	115,830 -12,087	-9%	-$644K	1.82%	15
2025 Q3	$6.89M	Sell	127,917 -2,805	-2%	-$149K	1.98%	15
2025 Q2	$6.85M	Sell	130,722 -23,169	-15%	-$1.15M	2.03%	14
2025 Q1	$7.67M	Buy	153,891 +67,623	+78%	+$3.39M	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%	-$194K	1.28%	23
2024 Q2	$3.64M	Sell	88,540 -1,899	-2%	-$78.2K	1.24%	25
2024 Q1	$3.81M	Buy	90,439 +2,715	+3%	+$107K	1.36%	17
2023 Q4	$3.3M	Buy	+87,724	New	+$3.04M	1.3%	20
2022 Q3	–	Sell	-71,092	Closed	-$2.24M	–	106
2022 Q2	$2.24M	Buy	71,092 +1,355	+2%	+$46.8K	1.1%	24
2022 Q1	$2.67M	Sell	69,737 -2,660	-4%	-$104K	1.03%	28
2021 Q4	$2.83M	Buy	72,397 +23,535	+48%	+$925K	1.04%	28
2021 Q3	$1.83M	Buy	48,862 +10,435	+27%	+$390K	0.71%	42
2021 Q2	$1.41M	Buy	38,427 +17,249	+81%	+$631K	0.57%	56
2021 Q1	$721K	Buy	+21,178	New	+$680K	0.33%	86
2020 Q1	–	Sell	-25,339	Closed	-$779K	–	95
2019 Q4	$779K	Buy	25,339 +1,659	+7%	+$48.7K	0.59%	38
2019 Q3	$663K	Buy	+23,680	New	+$654K	0.58%	39