Ownership history in WIN ADVISORS, INC · 5 quarters on record
This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in SELECT SECTOR SPDR TR (XLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 44,255 | -8,362 | -15.9% | 1.16% | $2.4M | $53.68 |
| 2025 Q2 | REDUCED | 52,617 | -18,255 | -25.8% | 1.33% | $2.8M | $52.02 |
| 2024 Q1 | ADDED | 70,872 | +25,284 | +55.5% | 1.32% | $3.0M | $41.05 |
| 2023 Q4 | ADDED | 45,588 | +16,291 | +55.6% | 0.78% | $1.7M | $36.51 |
| 2022 Q1 | INITIATED | 29,297 | — | — | 0.29% | $1.1M | $35.91 |
As of 2025 Q4 — sorted by position size