Anchor Investment Management’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 | $792K | Buy |
15,128
+300
| +2% | +$15.7K | 0.07% | 208 |
|
|
2025
Q1 | $739K | Buy |
14,828
+3
| +0% | +$149 | 0.07% | 217 |
|
|
2024
Q4 | $717K | Buy |
14,825
+333
| +2% | +$16.1K | 0.07% | 217 |
|
|
2024
Q3 | $657K | Buy |
14,492
+859
| +6% | +$38.9K | 0.06% | 231 |
|
|
2024
Q2 | $560K | Buy |
13,633
+199
| +1% | +$8.18K | 0.06% | 223 |
|
|
2024
Q1 | $566K | Sell |
13,434
-310
| -2% | -$13.1K | 0.06% | 228 |
|
|
2023
Q4 | $517K | Sell |
13,744
-659
| -5% | -$24.8K | 0.06% | 235 |
|
|
2023
Q3 | $478K | Buy |
14,403
+402
| +3% | +$13.3K | 0.06% | 232 |
|
|
2023
Q2 | $472K | Buy |
14,001
+1,001
| +8% | +$33.7K | 0.06% | 237 |
|
|
2023
Q1 | $418K | Buy |
13,000
+1,921
| +17% | +$61.8K | 0.06% | 247 |
|
|
2022
Q4 | $379K | Buy |
11,079
+2,077
| +23% | +$71K | 0.05% | 255 |
|
|
2022
Q3 | $273K | Buy |
9,002
+4,651
| +107% | +$141K | 0.04% | 283 |
|
|
2022
Q2 | $137K | Buy |
4,351
+477
| +12% | +$15K | 0.02% | 408 |
|
|
2022
Q1 | $148K | Sell |
3,874
-753
| -16% | -$28.9K | 0.02% | 418 |
|
|
2021
Q4 | $181K | Buy |
4,627
+645
| +16% | +$25.2K | 0.02% | 391 |
|
|
2021
Q3 | $149K | Buy |
3,982
+1
| +0% | +$38 | 0.02% | 399 |
|
|
2021
Q2 | $146K | Buy |
3,981
+201
| +5% | +$7.38K | 0.02% | 405 |
|
|
2021
Q1 | $129K | Buy |
3,780
+31
| +0.8% | +$1.06K | 0.02% | 406 |
|
|
2020
Q4 | $111K | Buy |
3,749
+1
| +0% | +$29 | 0.02% | 369 |
|
|
2020
Q3 | $90.2K | Sell |
3,748
-859
| -19% | -$20.7K | 0.02% | 373 |
|
|
2020
Q2 | $107K | Sell |
4,607
-749
| -14% | -$17.3K | 0.02% | 341 |
|
|
2020
Q1 | $112K | Sell |
5,356
-1,198
| -18% | -$24.9K | 0.03% | 322 |
|
|
2019
Q4 | $202K | Sell |
6,554
-139
| -2% | -$4.28K | 0.04% | 295 |
|
|
2019
Q3 | $187K | Buy |
6,693
+51
| +0.8% | +$1.43K | 0.04% | 300 |
|
|
2019
Q2 | $183K | Sell |
6,642
-199
| -3% | -$5.49K | 0.04% | 302 |
|
|
2019
Q1 | $176K | Buy |
6,841
+651
| +11% | +$16.7K | 0.04% | 308 |
|
|
2018
Q4 | $147K | Buy |
6,190
+951
| +18% | +$22.7K | 0.04% | 313 |
|
|
2018
Q3 | $144K | Buy |
5,239
+451
| +9% | +$12.4K | 0.03% | 335 |
|
|
2018
Q2 | $127K | Sell |
4,788
-49
| -1% | -$1.3K | 0.03% | 360 |
|
|
2018
Q1 | $133K | Buy |
4,837
+401
| +9% | +$11.1K | 0.03% | 348 |
|
|
2017
Q4 | $124K | Buy |
4,436
+1,676
| +61% | +$46.8K | 0.03% | 341 |
|
|
2017
Q3 | $71.4K | Hold |
2,760
| – | – | 0.02% | 409 |
|
|
2017
Q2 | $68.1K | Buy |
2,760
+60
| +2% | +$1.48K | 0.02% | 372 |
|
|
2017
Q1 | $64.1K | Buy |
2,700
+350
| +15% | +$8.31K | 0.02% | 369 |
|
|
2016
Q4 | $54.6K | Hold |
2,350
| – | – | 0.02% | 371 |
|
|
2016
Q3 | $45.4K | Sell |
2,350
-897
| -28% | -$17.3K | 0.02% | 362 |
|
|
2016
Q2 | $65.1K | Buy |
3,247
+912
| +39% | +$18.3K | 0.03% | 328 |
|
|
2016
Q1 | $46.1K | Buy |
+2,335
| New | +$46.1K | 0.02% | 351 |
|