AFA
American Financial Advisors’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 | $1.19M | Buy |
22,751
+1,539
| +7% | +$80.6K | 0.17% | 57 |
|
2025
Q1 | $1.06M | Buy |
21,212
+1,481
| +8% | +$73.8K | 0.15% | 55 |
|
2024
Q4 | $954K | Sell |
19,731
-895
| -4% | -$43.3K | 0.13% | 57 |
|
2024
Q3 | $935K | Sell |
20,626
-250
| -1% | -$11.3K | 0.13% | 60 |
|
2024
Q2 | $858K | Sell |
20,876
-712
| -3% | -$29.3K | 0.12% | 63 |
|
2024
Q1 | $909K | Sell |
21,588
-1,116
| -5% | -$47K | 0.13% | 61 |
|
2023
Q4 | $854K | Sell |
22,704
-14
| -0.1% | -$526 | 0.13% | 62 |
|
2023
Q3 | $754K | Buy |
22,718
+282
| +1% | +$9.35K | 0.12% | 67 |
|
2023
Q2 | $756K | Sell |
22,436
-359
| -2% | -$12.1K | 0.12% | 67 |
|
2023
Q1 | $733K | Buy |
22,795
+441
| +2% | +$14.2K | 0.12% | 67 |
|
2022
Q4 | $765K | Sell |
22,354
-394
| -2% | -$13.5K | 0.13% | 61 |
|
2022
Q3 | $691K | Buy |
22,748
+571
| +3% | +$17.3K | 0.12% | 64 |
|
2022
Q2 | $697K | Sell |
22,177
-422
| -2% | -$13.3K | 0.19% | 39 |
|
2022
Q1 | $866K | Sell |
22,599
-1,147
| -5% | -$44K | 0.12% | 65 |
|
2021
Q4 | $927K | Buy |
23,746
+934
| +4% | +$36.5K | 0.12% | 61 |
|
2021
Q3 | $856K | Buy |
22,812
+599
| +3% | +$22.5K | 0.11% | 65 |
|
2021
Q2 | $815K | Buy |
22,213
+1,952
| +10% | +$71.6K | 0.11% | 66 |
|
2021
Q1 | $690K | Buy |
20,261
+709
| +4% | +$24.1K | 0.1% | 71 |
|
2020
Q4 | $576K | Buy |
19,552
+205
| +1% | +$6.04K | 0.08% | 72 |
|
2020
Q3 | $466K | Buy |
19,347
+1,535
| +9% | +$37K | 0.08% | 70 |
|
2020
Q2 | $432K | Buy |
17,812
+3,798
| +27% | +$92.1K | 0.07% | 72 |
|
2020
Q1 | $315K | Buy |
14,014
+5,224
| +59% | +$117K | 0.06% | 78 |
|
2019
Q4 | $247K | Buy |
+8,790
| New | +$247K | 0.04% | 80 |
|
2019
Q1 | – | Sell |
-25,087
| Closed | -$598K | – | 102 |
|
2018
Q4 | $598K | Buy |
+25,087
| New | +$598K | 0.13% | 52 |
|