Addison Advisors’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
Q2
$386K Sell
2025
Q1
$367K Sell
2024
Q4
$361K Sell
2024
Q3
$348K Sell
2024
Q2
$364K Sell
2024
Q1
$379K Sell
2023
Q4
$361K Sell
2023
Q3
$344K Sell
2023
Q2
$417K Buy
2023
Q1
$383K Sell
2022
Q4
$418K Sell
2022
Q3
$474K Sell
2022
Q2
$500K Buy
2022
Q1
$605K Buy
2021
Q4
$292K Buy
2020
Q4
$3K Buy