Anchor 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 | $792K | Buy |
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|
2025
Q1 | $739K | Buy |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $657K | Buy |
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|
2024
Q2 | $560K | Buy |
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|
2024
Q1 | $566K | Sell |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $478K | Buy |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $418K | Buy |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $148K | Sell |
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|
2021
Q4 | $181K | Buy |
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|
2021
Q3 | $149K | Buy |
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|
2021
Q2 | $146K | Buy |
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|
2021
Q1 | $129K | Buy |
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|
2020
Q4 | $111K | Buy |
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|
2020
Q3 | $90.2K | Sell |
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|
2020
Q2 | $107K | Sell |
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|
2020
Q1 | $112K | Sell |
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|
2019
Q4 | $202K | Sell |
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|
2019
Q3 | $187K | Buy |
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|
2019
Q2 | $183K | Sell |
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|
2019
Q1 | $176K | Buy |
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|
2018
Q4 | $147K | Buy |
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|
2018
Q3 | $144K | Buy |
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|
2018
Q2 | $127K | Sell |
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|
2018
Q1 | $133K | Buy |
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|
2017
Q4 | $124K | Buy |
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|
2017
Q3 | $71.4K | Hold |
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|
2017
Q2 | $68.1K | Buy |
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|
2017
Q1 | $64.1K | Buy |
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|
2016
Q4 | $54.6K | Hold |
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|
2016
Q3 | $45.4K | Sell |
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|
2016
Q2 | $65.1K | Buy |
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|
2016
Q1 | $46.1K | Buy |
|