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 |
|