Advisor OS’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
39,718
-2,591
| -6% | -$136K | 0.2% | 69 |
|
|
2025
Q1 | $2.11M | Buy |
42,309
+6,827
| +19% | +$340K | 0.24% | 62 |
|
|
2024
Q4 | $1.71M | Sell |
35,482
-111,911
| -76% | -$5.41M | 0.2% | 78 |
|
|
2024
Q3 | $6.68M | Buy |
147,393
+24,391
| +20% | +$1.11M | 0.67% | 30 |
|
|
2024
Q2 | $5.06M | Buy |
+123,002
| New | +$5.06M | 0.55% | 35 |
|
|
2023
Q2 | – | Sell |
-90,447
| Closed | -$2.91M | – | 308 |
|
|
2023
Q1 | $2.91M | Buy |
+90,447
| New | +$2.91M | 0.7% | 30 |
|
|
2022
Q1 | – | Sell |
-15,174
| Closed | -$593K | – | 253 |
|
|
2021
Q4 | $593K | Buy |
15,174
+8,466
| +126% | +$331K | 0.12% | 152 |
|
|
2021
Q3 | $252K | Buy |
+6,708
| New | +$252K | 0.05% | 206 |
|