Beaumont Capital 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 | – | Sell |
-108,495
| Closed | -$5.4M | – | 68 |
|
|
2025
Q1 | $5.4M | Sell |
108,495
-12,009
| -10% | -$598K | 3.98% | 3 |
|
|
2024
Q4 | $5.82M | Buy |
120,504
+15,613
| +15% | +$755K | 4.49% | 4 |
|
|
2024
Q3 | $4.75M | Buy |
104,891
+5,707
| +6% | +$259K | 3.49% | 13 |
|
|
2024
Q2 | $4.08M | Sell |
99,184
-2,962
| -3% | -$122K | 3.19% | 10 |
|
|
2024
Q1 | $4.3M | Sell |
102,146
-16,306
| -14% | -$687K | 3.17% | 10 |
|
|
2023
Q4 | $4.45M | Buy |
+118,452
| New | +$4.45M | 3.38% | 12 |
|
|
2023
Q1 | – | Sell |
-237,340
| Closed | -$8.12M | – | 52 |
|
|
2022
Q4 | $8.12M | Buy |
+237,340
| New | +$8.12M | 5.72% | 7 |
|
|
2022
Q1 | – | Sell |
-174,226
| Closed | -$6.8M | – | 52 |
|
|
2021
Q4 | $6.8M | Sell |
174,226
-33,682
| -16% | -$1.32M | 3.93% | 10 |
|
|
2021
Q3 | $7.8M | Buy |
207,908
+28,643
| +16% | +$1.07M | 6.69% | 6 |
|
|
2021
Q2 | $6.58M | Sell |
179,265
-6,477
| -3% | -$238K | 6.47% | 6 |
|
|
2021
Q1 | $6.33M | Sell |
185,742
-43,257
| -19% | -$1.47M | 6.28% | 8 |
|
|
2020
Q4 | $6.75M | Buy |
+228,999
| New | +$6.75M | 6.75% | 8 |
|