Analyst IMS Investment Management Services’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
Q3 | $407K | Sell |
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|
2025
Q2 | $436K | Sell |
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|
2025
Q1 | $441K | Sell |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $423K | Hold |
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|
2024
Q2 | $383K | Buy |
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|
2024
Q1 | $333K | Sell |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $420K | Buy |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $382K | Buy |
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|
2021
Q2 | $345K | Buy |
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|
2021
Q1 | $310K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $148 | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1M | Sell |
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|
2014
Q4 | $1.36M | Buy |
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