Autumn Glory Partners’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 | $1.17M | Buy |
22,380
+1,000
| +5% | +$52.4K | 0.55% | 50 |
|
|
2025
Q1 | $1.06M | Buy |
21,380
+14,682
| +219% | +$731K | 0.53% | 57 |
|
|
2024
Q4 | $324K | Buy |
6,698
+526
| +9% | +$25.4K | 0.16% | 130 |
|
|
2024
Q3 | $280K | Hold |
6,172
| – | – | 0.11% | 175 |
|
|
2024
Q2 | $254K | Buy |
6,172
+389
| +7% | +$16K | 0.13% | 145 |
|
|
2024
Q1 | $244K | Hold |
5,783
| – | – | 0.12% | 149 |
|
|
2023
Q4 | $216K | Buy |
+5,783
| New | +$216K | 0.12% | 153 |
|
|
2023
Q2 | – | Sell |
-8,886
| Closed | -$286K | – | 178 |
|
|
2023
Q1 | $286K | Buy |
+8,886
| New | +$286K | 0.24% | 94 |
|
|
2022
Q2 | – | Sell |
-5,368
| Closed | -$206K | – | 173 |
|
|
2022
Q1 | $206K | Hold |
5,368
| – | – | 0.12% | 141 |
|
|
2021
Q4 | $210K | Buy |
+5,368
| New | +$210K | 0.09% | 201 |
|