Allen Investment Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
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|
2025
Q1 | $1.38M | Hold |
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|
2024
Q4 | $1.34M | Hold |
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|
2024
Q3 | $1.26M | Hold |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.17M | Hold |
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|
2023
Q4 | $1.05M | Hold |
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|
2023
Q3 | $922K | Hold |
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|
2023
Q2 | $937K | Hold |
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|
2023
Q1 | $894K | Hold |
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|
2022
Q4 | $950K | Hold |
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|
2022
Q3 | $844K | Sell |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $714K | Hold |
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|
2021
Q3 | $686K | Buy |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $272K | Hold |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Hold |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $221K | Hold |
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|
2019
Q1 | $206K | Buy |
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