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 |
|