Arkadios Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.7M | Sell |
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|
2025
Q2 | $11.3M | Sell |
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|
2025
Q1 | $11M | Buy |
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|
2024
Q4 | $8.49M | Buy |
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|
2024
Q3 | $7.33M | Buy |
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|
2024
Q2 | $5.94M | Buy |
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|
2024
Q1 | $3.09M | Buy |
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|
2023
Q4 | $2.75M | Sell |
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|
2023
Q3 | $2.93M | Buy |
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|
2023
Q2 | $2.33M | Sell |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $1.74M | Buy |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $2.13M | Buy |
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|
2021
Q3 | $1.64M | Sell |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $942K | Buy |
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|
2020
Q4 | $618K | Buy |
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|
2020
Q3 | $103K | Buy |
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|
2020
Q2 | $75.6K | Sell |
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|
2020
Q1 | $118K | Buy |
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|
2019
Q4 | $177K | Buy |
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