Bell Investment Advisors’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 |
-748
| Closed | -$37.3K | – | 1985 |
|
|
2025
Q1 | $37.3K | Hold |
748
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $36.2K | Hold |
748
| – | – | 0.01% | 267 |
|
|
2024
Q3 | $33.9K | Hold |
748
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $30.8K | Hold |
748
| – | – | 0.01% | 288 |
|
|
2024
Q1 | $31.5K | Hold |
748
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $28.1K | Hold |
748
| – | – | 0.01% | 275 |
|
|
2023
Q3 | $24.8K | Hold |
748
| – | – | 0.01% | 270 |
|
|
2023
Q2 | $25.2K | Buy |
+748
| New | +$25.2K | 0.01% | 263 |
|