AFG Fiduciary Services’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 | $583K | Buy |
11,063
+744
| +7% | +$39.2K | 0.37% | 45 |
|
|
2025
Q1 | $487K | Buy |
10,319
+2,355
| +30% | +$111K | 0.36% | 46 |
|
|
2024
Q4 | $394K | Buy |
+7,964
| New | +$394K | 0.28% | 49 |
|
|
2023
Q1 | – | Sell |
-26,800
| Closed | -$2.82M | – | 89 |
|
|
2022
Q4 | $2.82M | Buy |
+26,800
| New | +$2.82M | 2.65% | 11 |
|
|
2022
Q3 | – | Sell |
-35,172
| Closed | -$1.11M | – | 91 |
|
|
2022
Q2 | $1.11M | Sell |
35,172
-19
| -0.1% | -$597 | 0.96% | 29 |
|
|
2022
Q1 | $1.35M | Sell |
35,191
-7,520
| -18% | -$288K | 0.95% | 25 |
|
|
2021
Q4 | $1.67M | Buy |
+42,711
| New | +$1.67M | 1.17% | 19 |
|