AIFAIM
American Institute for Advanced Investment Management’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 | $1.57M | Sell |
29,905
-4,640
| -13% | -$243K | 1.11% | 24 |
|
|
2025
Q1 | $1.72M | Buy |
34,545
+1,755
| +5% | +$87.4K | 1.31% | 15 |
|
|
2024
Q4 | $1.58M | Buy |
32,790
+7,945
| +32% | +$384K | 1.18% | 18 |
|
|
2024
Q3 | $1.13M | Buy |
24,845
+9,010
| +57% | +$408K | 0.81% | 37 |
|
|
2024
Q2 | $651K | Buy |
15,835
+1,080
| +7% | +$44.4K | 0.5% | 53 |
|
|
2024
Q1 | $621K | Buy |
14,755
+485
| +3% | +$20.4K | 0.49% | 58 |
|
|
2023
Q4 | $537K | Sell |
14,270
-266
| -2% | -$10K | 0.47% | 57 |
|
|
2023
Q3 | $542K | Sell |
14,536
-2,084
| -13% | -$77.7K | 0.5% | 57 |
|
|
2023
Q2 | $560K | Sell |
16,620
-1,400
| -8% | -$47.2K | 0.49% | 56 |
|
|
2023
Q1 | $519K | Sell |
18,020
-3,450
| -16% | -$99.4K | 0.55% | 52 |
|
|
2022
Q4 | $734K | Buy |
21,470
+525
| +3% | +$18K | 0.67% | 46 |
|
|
2022
Q3 | $636K | Sell |
20,945
-27,022
| -56% | -$821K | 0.59% | 51 |
|
|
2022
Q2 | $1.51M | Sell |
47,967
-2,623
| -5% | -$82.5K | 1.32% | 20 |
|
|
2022
Q1 | $1.94M | Buy |
50,590
+3,231
| +7% | +$124K | 1.41% | 20 |
|
|
2021
Q4 | $1.85M | Buy |
47,359
+1,677
| +4% | +$65.5K | 1.25% | 22 |
|
|
2021
Q3 | $1.71M | Buy |
45,682
+2,417
| +6% | +$90.7K | 1.21% | 27 |
|
|
2021
Q2 | $1.59M | Buy |
43,265
+4,115
| +11% | +$151K | 1.12% | 26 |
|
|
2021
Q1 | $1.33M | Sell |
39,150
-250
| -0.6% | -$8.51K | 1.02% | 31 |
|
|
2020
Q4 | $1.16M | Sell |
39,400
-400
| -1% | -$11.8K | 0.93% | 35 |
|
|
2020
Q3 | $958K | Sell |
39,800
-2,450
| -6% | -$59K | 0.86% | 40 |
|
|
2020
Q2 | $978K | Buy |
42,250
+22,450
| +113% | +$520K | 0.92% | 38 |
|
|
2020
Q1 | $412K | Buy |
+19,800
| New | +$412K | 0.45% | 58 |
|