Bedel Financial Consulting’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 | $522K | Hold |
9,974
| – | – | 0.07% | 153 |
|
|
2025
Q1 | $490K | Hold |
9,974
| – | – | 0.07% | 153 |
|
|
2024
Q4 | $515K | Buy |
9,974
+65
| +0.7% | +$3.36K | 0.07% | 148 |
|
|
2024
Q3 | $449K | Hold |
9,909
| – | – | 0.06% | 154 |
|
|
2024
Q2 | $407K | Buy |
9,909
+11
| +0.1% | +$452 | 0.06% | 153 |
|
|
2024
Q1 | $417K | Sell |
9,898
-100
| -1% | -$4.21K | 0.07% | 156 |
|
|
2023
Q4 | $376K | Sell |
9,998
-69
| -0.7% | -$2.59K | 0.07% | 158 |
|
|
2023
Q3 | $334K | Buy |
10,067
+52
| +0.5% | +$1.73K | 0.07% | 158 |
|
|
2023
Q2 | $338K | Buy |
10,015
+20
| +0.2% | +$674 | 0.07% | 160 |
|
|
2023
Q1 | $321K | Buy |
9,995
+2
| +0% | +$64 | 0.08% | 157 |
|
|
2022
Q4 | $342K | Buy |
9,993
+1
| +0% | +$34 | 0.09% | 148 |
|
|
2022
Q3 | $342K | Hold |
9,992
| – | – | 0.09% | 143 |
|
|
2022
Q2 | $314K | Buy |
9,992
+1
| +0% | +$31 | 0.09% | 144 |
|
|
2022
Q1 | $383K | Buy |
9,991
+431
| +5% | +$16.5K | 0.12% | 121 |
|
|
2021
Q4 | $373K | Sell |
9,560
-241
| -2% | -$9.4K | 0.12% | 127 |
|
|
2021
Q3 | $368K | Buy |
9,801
+175
| +2% | +$6.57K | 0.13% | 124 |
|
|
2021
Q2 | $353K | Hold |
9,626
| – | – | 0.12% | 126 |
|
|
2021
Q1 | $328K | Hold |
9,626
| – | – | 0.13% | 124 |
|
|
2020
Q4 | $284K | Hold |
9,626
| – | – | 0.13% | 116 |
|
|
2020
Q3 | $232K | Hold |
9,626
| – | – | 0.12% | 127 |
|
|
2020
Q2 | $223K | Sell |
9,626
-308
| -3% | -$7.14K | 0.12% | 119 |
|
|
2020
Q1 | $207K | Sell |
9,934
-754
| -7% | -$15.7K | 0.14% | 112 |
|
|
2019
Q4 | $329K | Sell |
10,688
-292
| -3% | -$8.99K | 0.19% | 96 |
|
|
2019
Q3 | $307K | Buy |
10,980
+3
| +0% | +$84 | 0.18% | 102 |
|
|
2019
Q2 | $303K | Buy |
10,977
+909
| +9% | +$25.1K | 0.18% | 100 |
|
|
2019
Q1 | $259K | Buy |
10,068
+2
| +0% | +$51 | 0.17% | 108 |
|
|
2018
Q4 | $240K | Buy |
10,066
+3
| +0% | +$72 | 0.17% | 105 |
|
|
2018
Q3 | $269K | Buy |
10,063
+2
| +0% | +$53 | 0.18% | 107 |
|
|
2018
Q2 | $268K | Buy |
10,061
+2
| +0% | +$53 | 0.2% | 113 |
|
|
2018
Q1 | $277K | Buy |
10,059
+433
| +4% | +$11.9K | 0.21% | 108 |
|
|
2017
Q4 | $269K | Buy |
+9,626
| New | +$269K | 0.24% | 103 |
|