American Institute for Advanced 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
$1.57M Sell
2025
Q1
$1.72M Buy
2024
Q4
$1.58M Buy
2024
Q3
$1.13M Buy
2024
Q2
$651K Buy
2024
Q1
$621K Buy
2023
Q4
$537K Sell
2023
Q3
$542K Sell
2023
Q2
$560K Sell
2023
Q1
$519K Sell
2022
Q4
$734K Buy
2022
Q3
$636K Sell
2022
Q2
$1.51M Sell
2022
Q1
$1.94M Buy
2021
Q4
$1.85M Buy
2021
Q3
$1.71M Buy
2021
Q2
$1.59M Buy
2021
Q1
$1.33M Sell
2020
Q4
$1.16M Sell
2020
Q3
$958K Sell
2020
Q2
$978K Buy
2020
Q1
$412K Buy