Aries Wealth 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 | $479K | Sell |
9,137
-1,173
| -11% | -$61.4K | 0.13% | 140 |
|
|
2025
Q1 | $514K | Buy |
10,310
+1,756
| +21% | +$87.5K | 0.14% | 135 |
|
|
2024
Q4 | $413K | Hold |
8,554
| – | – | 0.11% | 151 |
|
|
2024
Q3 | $388K | Sell |
8,554
-1,500
| -15% | -$68K | 0.11% | 159 |
|
|
2024
Q2 | $413K | Hold |
10,054
| – | – | 0.13% | 135 |
|
|
2024
Q1 | $423K | Hold |
10,054
| – | – | 0.14% | 134 |
|
|
2023
Q4 | $378K | Sell |
10,054
-325
| -3% | -$12.2K | 0.13% | 137 |
|
|
2023
Q3 | $348K | Sell |
10,379
-325
| -3% | -$10.9K | 0.14% | 135 |
|
|
2023
Q2 | $361K | Sell |
10,704
-300
| -3% | -$10.1K | 0.14% | 133 |
|
|
2023
Q1 | $354K | Sell |
11,004
-1,016
| -8% | -$32.7K | 0.15% | 136 |
|
|
2022
Q4 | $411K | Buy |
12,020
+1,467
| +14% | +$50.2K | 0.18% | 121 |
|
|
2022
Q3 | $359K | Sell |
10,553
-2,695
| -20% | -$91.7K | 0.16% | 125 |
|
|
2022
Q2 | $417K | Buy |
+13,248
| New | +$417K | 0.19% | 109 |
|
|
2022
Q1 | – | Sell |
-13,933
| Closed | -$544K | – | 234 |
|
|
2021
Q4 | $544K | Buy |
13,933
+1,520
| +12% | +$59.3K | 0.21% | 103 |
|
|
2021
Q3 | $466K | Sell |
12,413
-650
| -5% | -$24.4K | 0.2% | 107 |
|
|
2021
Q2 | $479K | Buy |
13,063
+2,575
| +25% | +$94.4K | 0.2% | 100 |
|
|
2021
Q1 | $369K | Buy |
10,488
+2,110
| +25% | +$74.2K | 0.17% | 117 |
|
|
2020
Q4 | $259K | Hold |
8,378
| – | – | 0.13% | 141 |
|
|
2020
Q3 | $202K | Buy |
+8,378
| New | +$202K | 0.11% | 140 |
|
|
2020
Q2 | – | Sell |
-13,443
| Closed | -$269K | – | 150 |
|
|
2020
Q1 | $269K | Sell |
13,443
-2,840
| -17% | -$56.8K | 0.21% | 103 |
|
|
2019
Q4 | $500K | Sell |
16,283
-351
| -2% | -$10.8K | 0.31% | 78 |
|
|
2019
Q3 | $460K | Sell |
16,634
-3,740
| -18% | -$103K | 0.31% | 80 |
|
|
2019
Q2 | $574K | Buy |
20,374
+7,200
| +55% | +$203K | 0.4% | 69 |
|
|
2019
Q1 | $339K | Buy |
13,174
+4,548
| +53% | +$117K | 0.25% | 91 |
|
|
2018
Q4 | $205K | Buy |
+8,626
| New | +$205K | 0.22% | 104 |
|