Axxcess Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
24,613
-19,823
| -45% | -$1.04M | 0.03% | 371 |
|
|
2025
Q1 | $2.21M | Buy |
44,436
+2,044
| +5% | +$102K | 0.06% | 248 |
|
|
2024
Q4 | $2.05M | Buy |
42,392
+26,167
| +161% | +$1.26M | 0.05% | 265 |
|
|
2024
Q3 | $735K | Buy |
16,225
+595
| +4% | +$27K | 0.02% | 466 |
|
|
2024
Q2 | $643K | Buy |
15,630
+125
| +0.8% | +$5.14K | 0.02% | 473 |
|
|
2024
Q1 | $653K | Sell |
15,505
-2,585
| -14% | -$109K | 0.02% | 472 |
|
|
2023
Q4 | $680K | Buy |
+18,090
| New | +$680K | 0.02% | 440 |
|
|
2023
Q3 | – | Sell |
-8,646
| Closed | -$291K | – | 852 |
|
|
2023
Q2 | $291K | Sell |
8,646
-1,762
| -17% | -$59.4K | 0.02% | 457 |
|
|
2023
Q1 | $335K | Sell |
10,408
-25,938
| -71% | -$834K | 0.03% | 451 |
|
|
2022
Q4 | $1.24M | Buy |
36,346
+20,230
| +126% | +$692K | 0.1% | 188 |
|
|
2022
Q3 | $489K | Sell |
16,116
-1,052
| -6% | -$31.9K | 0.05% | 319 |
|
|
2022
Q2 | $540K | Buy |
17,168
+6,762
| +65% | +$213K | 0.05% | 291 |
|
|
2022
Q1 | $399K | Sell |
10,406
-1,969
| -16% | -$75.5K | 0.03% | 406 |
|
|
2021
Q4 | $483K | Buy |
+12,375
| New | +$483K | 0.04% | 367 |
|