AHL Investment Management’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 | $526K | Hold |
10,043
| – | – | 0.35% | 47 |
|
|
2025
Q1 | $500K | Sell |
10,043
-1,200
| -11% | -$59.8K | 0.34% | 48 |
|
|
2024
Q4 | $543K | Hold |
11,243
| – | – | 0.38% | 49 |
|
|
2024
Q3 | $510K | Hold |
11,243
| – | – | 0.35% | 48 |
|
|
2024
Q2 | $462K | Hold |
11,243
| – | – | 0.34% | 49 |
|
|
2024
Q1 | $474K | Sell |
11,243
-1,200
| -10% | -$50.5K | 0.36% | 46 |
|
|
2023
Q4 | $468K | Hold |
12,443
| – | – | 0.38% | 45 |
|
|
2023
Q3 | $413K | Buy |
12,443
+30
| +0.2% | +$995 | 0.37% | 46 |
|
|
2023
Q2 | $418K | Buy |
12,413
+180
| +1% | +$6.07K | 0.37% | 44 |
|
|
2023
Q1 | $393K | Hold |
12,233
| – | – | 0.36% | 47 |
|
|
2022
Q4 | $418K | Buy |
+12,233
| New | +$418K | 0.39% | 45 |
|
|
2022
Q1 | – | Sell |
-4,400
| Closed | -$172K | – | 311 |
|
|
2021
Q4 | $172K | Buy |
+4,400
| New | +$172K | 0.16% | 66 |
|