Ownership history in WT Wealth Management · 15 quarters on record
This page tracks every 13F SEC filing in which WT Wealth Management 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 Q4 | REDUCED | 115,830 | -12,087 | -9.4% | 1.82% | $6.3M | $54.77 |
| 2025 Q3 | REDUCED | 127,917 | -2,805 | -2.1% | 1.98% | $6.9M | $53.68 |
| 2025 Q2 | REDUCED | 130,722 | -23,169 | -15.1% | 2.03% | $6.8M | $52.02 |
| 2025 Q1 | ADDED | 153,891 | +67,623 | +78.4% | 2.49% | $7.7M | $49.30 |
| 2024 Q4 | REDUCED | 86,268 | -4,171 | -4.6% | 1.31% | $4.2M | $47.67 |
| 2024 Q3 | ADDED | 90,439 | +2,715 | +3.1% | 1.36% | $3.8M | $44.51 |
| 2023 Q4 | ADDED | 87,724 | +16,632 | +23.4% | 1.30% | $3.3M | $36.51 |
| 2022 Q2 | ADDED | 71,092 | +1,355 | +1.9% | 1.10% | $2.2M | $29.63 |
| 2022 Q1 | REDUCED | 69,737 | -2,660 | -3.7% | 1.03% | $2.7M | $35.91 |
| 2021 Q4 | ADDED | 72,397 | +23,535 | +48.2% | 1.04% | $2.8M | $36.45 |
As of 2025 Q4 — sorted by position size