Aspen Investment 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 | $372K | Sell |
7,104
-129
| -2% | -$6.76K | 0.16% | 120 |
|
|
2025
Q1 | $360K | Hold |
7,233
| – | – | 0.17% | 120 |
|
|
2024
Q4 | $350K | Hold |
7,233
| – | – | 0.16% | 116 |
|
|
2024
Q3 | $328K | Sell |
7,233
-100
| -1% | -$4.54K | 0.15% | 124 |
|
|
2024
Q2 | $301K | Hold |
7,333
| – | – | 0.15% | 127 |
|
|
2024
Q1 | $309K | Sell |
7,333
-1,232
| -14% | -$51.9K | 0.16% | 130 |
|
|
2023
Q4 | $322K | Sell |
8,565
-305
| -3% | -$11.5K | 0.18% | 115 |
|
|
2023
Q3 | $294K | Sell |
8,870
-1,650
| -16% | -$54.7K | 0.18% | 119 |
|
|
2023
Q2 | $355K | Buy |
10,520
+66
| +0.6% | +$2.23K | 0.21% | 107 |
|
|
2023
Q1 | $336K | Sell |
10,454
-1,100
| -10% | -$35.4K | 0.21% | 101 |
|
|
2022
Q4 | $395K | Sell |
11,554
-110
| -0.9% | -$3.76K | 0.26% | 101 |
|
|
2022
Q3 | $354K | Sell |
11,664
-39
| -0.3% | -$1.18K | 0.24% | 106 |
|
|
2022
Q2 | $368K | Buy |
11,703
+100
| +0.9% | +$3.14K | 0.23% | 107 |
|
|
2022
Q1 | $445K | Buy |
11,603
+10
| +0.1% | +$384 | 0.23% | 104 |
|
|
2021
Q4 | $453K | Buy |
11,593
+1,000
| +9% | +$39.1K | 0.22% | 110 |
|
|
2021
Q3 | $398K | Buy |
10,593
+180
| +2% | +$6.76K | 0.21% | 104 |
|
|
2021
Q2 | $382K | Buy |
10,413
+248
| +2% | +$9.1K | 0.2% | 111 |
|
|
2021
Q1 | $346K | Sell |
10,165
-176
| -2% | -$5.99K | 0.19% | 106 |
|
|
2020
Q4 | $305K | Sell |
10,341
-500
| -5% | -$14.7K | 0.18% | 110 |
|
|
2020
Q3 | $261K | Hold |
10,841
| – | – | 0.17% | 107 |
|
|
2020
Q2 | $251K | Hold |
10,841
| – | – | 0.18% | 101 |
|
|
2020
Q1 | $226K | Buy |
10,841
+767
| +8% | +$16K | 0.2% | 96 |
|
|
2019
Q4 | $310K | Hold |
10,074
| – | – | 0.19% | 100 |
|
|
2019
Q3 | $282K | Sell |
10,074
-675
| -6% | -$18.9K | 0.19% | 108 |
|
|
2019
Q2 | $297K | Sell |
10,749
-600
| -5% | -$16.6K | 0.2% | 108 |
|
|
2019
Q1 | $292K | Hold |
11,349
| – | – | 0.2% | 109 |
|
|
2018
Q4 | $270K | Hold |
11,349
| – | – | 0.22% | 108 |
|
|
2018
Q3 | $313K | Sell |
11,349
-3,075
| -21% | -$84.8K | 0.21% | 112 |
|
|
2018
Q2 | $384K | Sell |
14,424
-812
| -5% | -$21.6K | 0.27% | 100 |
|
|
2018
Q1 | $420K | Buy |
15,236
+6,495
| +74% | +$179K | 0.3% | 91 |
|
|
2017
Q4 | $244K | Buy |
8,741
+600
| +7% | +$16.7K | 0.17% | 125 |
|
|
2017
Q3 | $211K | Buy |
+8,141
| New | +$211K | 0.16% | 129 |
|