Appleton Partners’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 | $1.27M | Sell |
24,172
-66
| -0.3% | -$3.46K | 0.09% | 126 |
|
|
2025
Q1 | $1.21M | Sell |
24,238
-2,402
| -9% | -$120K | 0.09% | 119 |
|
|
2024
Q4 | $1.29M | Buy |
26,640
+4,118
| +18% | +$199K | 0.1% | 118 |
|
|
2024
Q3 | $1.02M | Buy |
22,522
+316
| +1% | +$14.3K | 0.08% | 134 |
|
|
2024
Q2 | $913K | Buy |
22,206
+125
| +0.6% | +$5.14K | 0.07% | 135 |
|
|
2024
Q1 | $930K | Sell |
22,081
-2,717
| -11% | -$114K | 0.07% | 141 |
|
|
2023
Q4 | $932K | Sell |
24,798
-940
| -4% | -$35.3K | 0.08% | 141 |
|
|
2023
Q3 | $854K | Sell |
25,738
-502
| -2% | -$16.7K | 0.08% | 140 |
|
|
2023
Q2 | $885K | Sell |
26,240
-3,072
| -10% | -$104K | 0.07% | 146 |
|
|
2023
Q1 | $942K | Buy |
29,312
+784
| +3% | +$25.2K | 0.08% | 157 |
|
|
2022
Q4 | $976K | Buy |
28,528
+4,135
| +17% | +$141K | 0.09% | 152 |
|
|
2022
Q3 | $741K | Buy |
24,393
+1,443
| +6% | +$43.8K | 0.07% | 168 |
|
|
2022
Q2 | $722K | Buy |
22,950
+12,723
| +124% | +$400K | 0.07% | 172 |
|
|
2022
Q1 | $392K | Buy |
10,227
+821
| +9% | +$31.5K | 0.03% | 234 |
|
|
2021
Q4 | $367K | Buy |
9,406
+1,303
| +16% | +$50.8K | 0.03% | 242 |
|
|
2021
Q3 | $304K | Buy |
8,103
+1,202
| +17% | +$45.1K | 0.03% | 248 |
|
|
2021
Q2 | $253K | Buy |
6,901
+325
| +5% | +$11.9K | 0.02% | 268 |
|
|
2021
Q1 | $224K | Buy |
+6,576
| New | +$224K | 0.02% | 269 |
|
|
2020
Q1 | – | Sell |
-7,553
| Closed | -$232K | – | 292 |
|
|
2019
Q4 | $232K | Sell |
7,553
-70
| -0.9% | -$2.15K | 0.03% | 275 |
|
|
2019
Q3 | $213K | Sell |
7,623
-1,619
| -18% | -$45.2K | 0.03% | 269 |
|
|
2019
Q2 | $255K | Buy |
+9,242
| New | +$255K | 0.03% | 252 |
|