Ameritas Advisory Services’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 | $2.38M | Sell |
45,503
-17,308
| -28% | -$906K | 0.12% | 163 |
|
|
2025
Q1 | $3.08M | Sell |
62,811
-23,157
| -27% | -$1.14M | 0.12% | 166 |
|
|
2024
Q4 | $4.15M | Buy |
85,968
+20,608
| +32% | +$996K | 0.14% | 141 |
|
|
2024
Q3 | $2.96M | Sell |
65,360
-35,747
| -35% | -$1.62M | 0.13% | 167 |
|
|
2024
Q2 | $4.16M | Sell |
101,107
-911
| -0.9% | -$37.5K | 0.16% | 134 |
|
|
2024
Q1 | $4.2M | Buy |
102,018
+70,848
| +227% | +$2.91M | 0.17% | 117 |
|
|
2023
Q4 | $1.2M | Sell |
31,170
-75,604
| -71% | -$2.9M | 0.07% | 247 |
|
|
2023
Q3 | $3.54M | Buy |
106,774
+35,717
| +50% | +$1.18M | 0.18% | 112 |
|
|
2023
Q2 | $2.39M | Sell |
71,057
-42,335
| -37% | -$1.42M | 0.31% | 74 |
|
|
2023
Q1 | $3.69M | Sell |
113,392
-36,256
| -24% | -$1.18M | 0.19% | 106 |
|
|
2022
Q4 | $5.12M | Buy |
149,648
+37,205
| +33% | +$1.27M | 0.24% | 99 |
|
|
2022
Q3 | $3.41M | Buy |
112,443
+1,813
| +2% | +$55K | 0.2% | 107 |
|
|
2022
Q2 | $3.48M | Buy |
110,630
+4,992
| +5% | +$157K | 0.2% | 110 |
|
|
2022
Q1 | $4.05M | Sell |
105,638
-7,423
| -7% | -$284K | 0.15% | 111 |
|
|
2021
Q4 | $4.42M | Buy |
+113,061
| New | +$4.42M | 0.16% | 105 |
|