AIIMS
Analyst IMS Investment Management Services’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 | $436K | Sell |
8,318
-540
| -6% | -$28.3K | 0.01% | 117 |
|
|
2025
Q1 | $441K | Sell |
8,858
-338
| -4% | -$16.8K | 0.02% | 115 |
|
|
2024
Q4 | $444K | Sell |
9,196
-129
| -1% | -$6.23K | 0.02% | 112 |
|
|
2024
Q3 | $423K | Hold |
9,325
| – | – | 0.02% | 112 |
|
|
2024
Q2 | $383K | Buy |
9,325
+1,428
| +18% | +$58.7K | 0.02% | 108 |
|
|
2024
Q1 | $333K | Sell |
7,897
-435
| -5% | -$18.3K | 0.01% | 98 |
|
|
2023
Q4 | $313K | Sell |
8,332
-2,034
| -20% | -$76.4K | 0.02% | 94 |
|
|
2023
Q3 | $347K | Buy |
10,366
+2,121
| +26% | +$71K | 0.02% | 87 |
|
|
2023
Q2 | $276K | Buy |
8,245
+154
| +2% | +$5.16K | 0.02% | 87 |
|
|
2023
Q1 | $257K | Buy |
8,091
+1,585
| +24% | +$50.3K | 0.02% | 84 |
|
|
2022
Q4 | $223K | Buy |
+6,506
| New | +$223K | 0.02% | 96 |
|
|
2022
Q3 | – | Sell |
-7,377
| Closed | -$232K | – | 105 |
|
|
2022
Q2 | $232K | Sell |
7,377
-3,585
| -33% | -$113K | 0.02% | 99 |
|
|
2022
Q1 | $420K | Buy |
10,962
+1,175
| +12% | +$45K | 0.04% | 87 |
|
|
2021
Q4 | $383K | Sell |
9,787
-398
| -4% | -$15.6K | 0.04% | 91 |
|
|
2021
Q3 | $382K | Buy |
10,185
+773
| +8% | +$29K | 0.05% | 91 |
|
|
2021
Q2 | $345K | Buy |
9,412
+300
| +3% | +$11K | 0.04% | 92 |
|
|
2021
Q1 | $310K | Buy |
+9,112
| New | +$310K | 0.04% | 90 |
|
|
2018
Q4 | – | Sell |
-5,305
| Closed | -$148 | – | 168 |
|
|
2018
Q3 | $148 | Buy |
+5,305
| New | +$148 | 0.02% | 109 |
|
|
2015
Q2 | – | Sell |
-41,573
| Closed | -$1M | – | 108 |
|
|
2015
Q1 | $1M | Sell |
41,573
-13,372
| -24% | -$323K | 0.39% | 60 |
|
|
2014
Q4 | $1.36M | Buy |
+54,945
| New | +$1.36M | 0.52% | 53 |
|