Arkadios Wealth Advisors’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 | $11.3M | Sell |
215,950
-4,919
| -2% | -$258K | 0.33% | 48 |
|
|
2025
Q1 | $11M | Buy |
220,869
+45,295
| +26% | +$2.26M | 0.42% | 42 |
|
|
2024
Q4 | $8.49M | Buy |
175,574
+13,868
| +9% | +$670K | 0.46% | 39 |
|
|
2024
Q3 | $7.33M | Buy |
161,706
+17,263
| +12% | +$782K | 0.42% | 47 |
|
|
2024
Q2 | $5.94M | Buy |
144,443
+70,966
| +97% | +$2.92M | 0.4% | 46 |
|
|
2024
Q1 | $3.09M | Buy |
73,477
+299
| +0.4% | +$12.6K | 0.24% | 98 |
|
|
2023
Q4 | $2.75M | Sell |
73,178
-15,293
| -17% | -$575K | 0.23% | 105 |
|
|
2023
Q3 | $2.93M | Buy |
88,471
+19,291
| +28% | +$640K | 0.28% | 91 |
|
|
2023
Q2 | $2.33M | Sell |
69,180
-5,918
| -8% | -$199K | 0.27% | 92 |
|
|
2023
Q1 | $2.41M | Buy |
75,098
+9,985
| +15% | +$321K | 0.29% | 91 |
|
|
2022
Q4 | $2.23M | Buy |
65,113
+7,822
| +14% | +$268K | 0.3% | 96 |
|
|
2022
Q3 | $1.74M | Buy |
57,291
+6,136
| +12% | +$186K | 0.26% | 102 |
|
|
2022
Q2 | $1.61M | Buy |
51,155
+2
| +0% | +$63 | 0.24% | 112 |
|
|
2022
Q1 | $1.96M | Sell |
51,153
-3,430
| -6% | -$131K | 0.26% | 101 |
|
|
2021
Q4 | $2.13M | Buy |
54,583
+10,756
| +25% | +$420K | 0.28% | 87 |
|
|
2021
Q3 | $1.64M | Sell |
43,827
-42,498
| -49% | -$1.59M | 0.24% | 103 |
|
|
2021
Q2 | $3.17M | Buy |
86,325
+58,649
| +212% | +$2.15M | 0.39% | 63 |
|
|
2021
Q1 | $942K | Buy |
27,676
+6,697
| +32% | +$228K | 0.16% | 163 |
|
|
2020
Q4 | $618K | Buy |
20,979
+16,866
| +410% | +$497K | 0.13% | 167 |
|
|
2020
Q3 | $103K | Buy |
4,113
+922
| +29% | +$23K | 0.05% | 285 |
|
|
2020
Q2 | $75.6K | Sell |
3,191
-2,496
| -44% | -$59.1K | 0.04% | 302 |
|
|
2020
Q1 | $118K | Buy |
5,687
+6
| +0.1% | +$125 | 0.08% | 214 |
|
|
2019
Q4 | $177K | Buy |
+5,681
| New | +$177K | 0.11% | 167 |
|