Asset Advisors 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 | $21.7M | Buy |
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|
2025
Q1 | $20.6M | Buy |
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|
2024
Q4 | $19.5M | Buy |
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|
2024
Q3 | $17.4M | Buy |
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|
2024
Q2 | $14.6M | Buy |
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|
2024
Q1 | $10.9M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $649K | Buy |
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|
2022
Q3 | $567K | Hold |
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|
2022
Q2 | $587K | Sell |
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|
2022
Q1 | $804K | Buy |
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|
2021
Q4 | $583K | Buy |
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|
2021
Q3 | $551K | Buy |
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|
2021
Q2 | $537K | Buy |
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|
2021
Q1 | $367K | Hold |
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|
2020
Q4 | $308K | Sell |
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|
2020
Q3 | $371K | Sell |
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|
2020
Q2 | $2.36M | Sell |
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|
2020
Q1 | $2.37M | Sell |
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|
2019
Q4 | $3.52M | Buy |
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|
2019
Q3 | $3.03M | Buy |
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|
2019
Q2 | $2.8M | Sell |
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|
2019
Q1 | $2.61M | Sell |
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|
2018
Q4 | $2.56M | Sell |
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|
2018
Q3 | $3.84M | Buy |
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