Bedell Frazier Investment Counselling’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
Q1 | – | Sell |
-196,493
| Closed | -$9.5M | – | 113 |
|
|
2024
Q4 | $9.5M | Buy |
+196,493
| New | +$9.5M | 2.35% | 10 |
|
|
2018
Q4 | – | Sell |
-585,841
| Closed | -$16.2M | – | 59 |
|
|
2018
Q3 | $16.2M | Buy |
585,841
+297,395
| +103% | +$8.2M | 4.47% | 3 |
|
|
2018
Q2 | $7.67M | Buy |
+288,446
| New | +$7.67M | 2.25% | 22 |
|
|
2016
Q2 | – | Sell |
-301,082
| Closed | -$5.95M | – | 54 |
|
|
2016
Q1 | $5.95M | Buy |
+301,082
| New | +$5.95M | 3.07% | 15 |
|
|
2013
Q3 | – | Sell |
-17,121
| Closed | -$305K | – | 59 |
|
|
2013
Q2 | $305K | Buy |
+17,121
| New | +$305K | 0.15% | 52 |
|