Annex Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $124K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.38M | Sell |
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|
2019
Q4 | $58.1M | Buy |
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|
2019
Q3 | $51.2M | Buy |
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|
2019
Q2 | $48.2M | Buy |
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|
2019
Q1 | $42.8M | Buy |
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|
2018
Q4 | $37.7M | Buy |
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|
2018
Q3 | $42.3M | Buy |
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|
2018
Q2 | $39.7M | Buy |
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|
2018
Q1 | $39.5M | Buy |
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|
2017
Q4 | $38.5M | Buy |
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|
2017
Q3 | $34.5M | Buy |
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|
2017
Q2 | $29.3M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $375K | Buy |
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|
2014
Q4 | $380K | Sell |
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|
2014
Q3 | $365K | Hold |
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|
2014
Q2 | $358K | Hold |
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|
2014
Q1 | $352K | Buy |
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|
2013
Q4 | $341K | Sell |
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|
2013
Q3 | $329K | Sell |
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|
2013
Q2 | $358K | Buy |
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