Bellevue Asset 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
$52.4K Hold
1,000
0.03% 155
2025
Q1
$49.8K Hold
1,000
0.03% 155
2024
Q4
$48.3K Hold
1,000
0.02% 162
2024
Q3
$45.3K Hold
1,000
0.02% 170
2024
Q2
$41.1K Hold
1,000
0.02% 167
2024
Q1
$42.1K Hold
1,000
0.02% 168
2023
Q4
$37.6K Hold
1,000
0.03% 169
2023
Q3
$33.2K Hold
1,000
0.02% 177
2023
Q2
$33.7K Hold
1,000
0.02% 180
2023
Q1
$32.2K Hold
1,000
0.02% 184
2022
Q4
$34K Hold
1,000
0.03% 181
2022
Q3
$31K Hold
1,000
0.02% 193
2022
Q2
$32K Hold
1,000
0.02% 197
2022
Q1
$39K Hold
1,000
0.02% 195
2021
Q4
$39K Hold
1,000
0.02% 205
2021
Q3
$38K Hold
1,000
0.02% 203
2021
Q2
$37K Hold
1,000
0.02% 210
2021
Q1
$34K Hold
1,000
0.02% 225
2020
Q4
$30K Hold
1,000
0.02% 233
2020
Q3
$24K Hold
1,000
0.02% 244
2020
Q2
$23K Hold
1,000
0.02% 253
2020
Q1
$22K Hold
1,000
0.02% 257
2019
Q4
$31K Buy
+1,000
New +$31K 0.02% 209