Advisor Resource Council’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
$2.67M Sell
51,072
-173,498
-77% -$9.09M 1.04% 13
2025
Q1
$8.66M Buy
+224,570
New +$8.66M 0.7% 29
2024
Q4
Sell
-28,681
Closed -$1.3M 270
2024
Q3
$1.3M Buy
28,681
+15,003
+110% +$680K 0.59% 35
2024
Q2
$10.4K Sell
13,678
-26,516
-66% -$20.2K 0.02% 35
2024
Q1
$1.51M Sell
40,194
-228,305
-85% -$8.58M 0.64% 30
2023
Q4
$10.1M Buy
268,499
+251,675
+1,496% +$9.46M 1.18% 16
2023
Q3
$558K Sell
16,824
-737
-4% -$24.4K 0.29% 60
2023
Q2
$592K Sell
17,561
-102,168
-85% -$3.44M 0.27% 59
2023
Q1
$3.87M Buy
119,729
+104,512
+687% +$3.38M 0.97% 19
2022
Q4
$520K Sell
15,217
-5,096
-25% -$174K 0.25% 76
2022
Q3
$617K Sell
20,313
-473,669
-96% -$14.4M 0.42% 62
2022
Q2
$15.5M Buy
493,982
+362,331
+275% +$11.4M 1.44% 14
2022
Q1
$5.05M Sell
131,651
-535,684
-80% -$20.5M 1.52% 14
2021
Q4
$26.1M Buy
667,335
+498,648
+296% +$19.5M 2.03% 5
2021
Q3
$6.33M Sell
168,687
-296,163
-64% -$11.1M 1.92% 6
2021
Q2
$17.1M Buy
+464,850
New +$17.1M 1.78% 6