Bedel Financial Consulting’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 | $522K | Hold |
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|
2025
Q1 | $490K | Hold |
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|
2024
Q4 | $515K | Buy |
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|
2024
Q3 | $449K | Hold |
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|
2024
Q2 | $407K | Buy |
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|
2024
Q1 | $417K | Sell |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $334K | Buy |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $314K | Buy |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | $373K | Sell |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $353K | Hold |
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|
2021
Q1 | $328K | Hold |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $232K | Hold |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $329K | Sell |
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|
2019
Q3 | $307K | Buy |
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|
2019
Q2 | $303K | Buy |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q4 | $240K | Buy |
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|
2018
Q3 | $269K | Buy |
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|
2018
Q2 | $268K | Buy |
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|
2018
Q1 | $277K | Buy |
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|
2017
Q4 | $269K | Buy |
|