Apexium Financial’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 | $2.7M | Buy |
51,518
+624
| +1% | +$32.7K | 0.14% | 73 |
|
|
2025
Q1 | $2.54M | Buy |
50,894
+5,749
| +13% | +$286K | 0.15% | 69 |
|
|
2024
Q4 | $2.18M | Buy |
45,145
+655
| +1% | +$31.7K | 0.13% | 72 |
|
|
2024
Q3 | $2.02M | Buy |
44,490
+736
| +2% | +$33.4K | 0.13% | 68 |
|
|
2024
Q2 | $1.8M | Buy |
43,754
+407
| +0.9% | +$16.7K | 0.13% | 66 |
|
|
2024
Q1 | $1.83M | Buy |
43,347
+826
| +2% | +$34.8K | 0.14% | 68 |
|
|
2023
Q4 | $1.6M | Sell |
42,521
-2,007
| -5% | -$75.5K | 0.11% | 87 |
|
|
2023
Q3 | $1.48M | Buy |
44,528
+1,587
| +4% | +$52.6K | 0.15% | 68 |
|
|
2023
Q2 | $1.45M | Sell |
42,941
-1,764
| -4% | -$59.5K | 0.13% | 70 |
|
|
2023
Q1 | $1.44M | Buy |
44,705
+415
| +0.9% | +$13.3K | 0.14% | 67 |
|
|
2022
Q4 | $1.51M | Sell |
44,290
-3,410
| -7% | -$117K | 0.16% | 64 |
|
|
2022
Q3 | $1.45M | Buy |
47,700
+31,705
| +198% | +$962K | 0.18% | 62 |
|
|
2022
Q2 | $503K | Buy |
15,995
+1,570
| +11% | +$49.4K | 0.29% | 54 |
|
|
2022
Q1 | $557K | Buy |
14,425
+284
| +2% | +$11K | 0.29% | 47 |
|
|
2021
Q4 | $552K | Sell |
14,141
-87
| -0.6% | -$3.4K | 0.28% | 48 |
|
|
2021
Q3 | $534K | Buy |
14,228
+362
| +3% | +$13.6K | 0.31% | 47 |
|
|
2021
Q2 | $509K | Hold |
13,866
| – | – | 0.32% | 43 |
|
|
2021
Q1 | $472K | Hold |
13,866
| – | – | 0.35% | 46 |
|
|
2020
Q4 | $409K | Sell |
13,866
-1,080
| -7% | -$31.9K | 0.32% | 47 |
|
|
2020
Q3 | $360K | Hold |
14,946
| – | – | 0.29% | 48 |
|
|
2020
Q2 | $346K | Buy |
+14,946
| New | +$346K | 0.31% | 48 |
|
|
2020
Q1 | – | Sell |
-7,387
| Closed | -$227K | – | 87 |
|
|
2019
Q4 | $227K | Buy |
+7,387
| New | +$227K | 0.29% | 61 |
|