AMG
Advisors Management Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
25,028
-458
| -2% | -$24K | 0.25% | 77 |
|
|
2025
Q1 | $1.27M | Buy |
25,486
+2,200
| +9% | +$110K | 0.28% | 77 |
|
|
2024
Q4 | $1.13M | Buy |
23,286
+643
| +3% | +$31.1K | 0.27% | 81 |
|
|
2024
Q3 | $1.03M | Buy |
22,643
+914
| +4% | +$41.4K | 0.24% | 77 |
|
|
2024
Q2 | $893K | Buy |
21,729
+359
| +2% | +$14.8K | 0.22% | 81 |
|
|
2024
Q1 | $900K | Sell |
21,370
-908
| -4% | -$38.2K | 0.22% | 82 |
|
|
2023
Q4 | $838K | Sell |
22,278
-427
| -2% | -$16.1K | 0.23% | 82 |
|
|
2023
Q3 | $753K | Sell |
22,705
-647
| -3% | -$21.5K | 0.23% | 82 |
|
|
2023
Q2 | $787K | Sell |
23,352
-876
| -4% | -$29.5K | 0.23% | 77 |
|
|
2023
Q1 | $779K | Sell |
24,228
-143
| -0.6% | -$4.6K | 0.25% | 73 |
|
|
2022
Q4 | $833K | Buy |
24,371
+508
| +2% | +$17.4K | 0.31% | 66 |
|
|
2022
Q3 | $724K | Buy |
23,863
+633
| +3% | +$19.2K | 0.29% | 71 |
|
|
2022
Q2 | $731K | Buy |
23,230
+974
| +4% | +$30.7K | 0.26% | 73 |
|
|
2022
Q1 | $853K | Buy |
22,256
+5,881
| +36% | +$225K | 0.29% | 66 |
|
|
2021
Q4 | $639K | Buy |
16,375
+2,651
| +19% | +$103K | 0.19% | 76 |
|
|
2021
Q3 | $515K | Buy |
13,724
+777
| +6% | +$29.2K | 0.16% | 81 |
|
|
2021
Q2 | $475K | Buy |
12,947
+3,873
| +43% | +$142K | 0.14% | 84 |
|
|
2021
Q1 | $309K | Buy |
+9,074
| New | +$309K | 0.1% | 94 |
|