Aspen Investment Management’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
Q2 | $372K | Sell |
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|
2025
Q1 | $360K | Hold |
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|
2024
Q4 | $350K | Hold |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $395K | Sell |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $445K | Buy |
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|
2021
Q4 | $453K | Buy |
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|
2021
Q3 | $398K | Buy |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $346K | Sell |
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|
2020
Q4 | $305K | Sell |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $251K | Hold |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $310K | Hold |
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|
2019
Q3 | $282K | Sell |
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|
2019
Q2 | $297K | Sell |
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|
2019
Q1 | $292K | Hold |
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|
2018
Q4 | $270K | Hold |
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|
2018
Q3 | $313K | Sell |
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|
2018
Q2 | $384K | Sell |
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|
2018
Q1 | $420K | Buy |
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|
2017
Q4 | $244K | Buy |
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|
2017
Q3 | $211K | Buy |
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