Benedict Financial 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 | $286K | Sell |
5,461
-149
| -3% | -$7.8K | 0.06% | 119 |
|
|
2025
Q1 | $279K | Sell |
5,610
-438
| -7% | -$21.8K | 0.06% | 119 |
|
|
2024
Q4 | $292K | Buy |
+6,048
| New | +$292K | 0.07% | 114 |
|
|
2023
Q1 | – | Sell |
-12,237
| Closed | -$419K | – | 119 |
|
|
2022
Q4 | $419K | Buy |
12,237
+151
| +1% | +$5.16K | 0.12% | 100 |
|
|
2022
Q3 | $367K | Sell |
12,086
-1,662
| -12% | -$50.5K | 0.12% | 104 |
|
|
2022
Q2 | $432K | Hold |
13,748
| – | – | 0.13% | 105 |
|
|
2022
Q1 | $527K | Buy |
13,748
+1,988
| +17% | +$76.2K | 0.14% | 102 |
|
|
2021
Q4 | $459K | Buy |
11,760
+83
| +0.7% | +$3.24K | 0.12% | 104 |
|
|
2021
Q3 | $438K | Buy |
11,677
+650
| +6% | +$24.4K | 0.12% | 106 |
|
|
2021
Q2 | $405K | Sell |
11,027
-2,304
| -17% | -$84.6K | 0.11% | 106 |
|
|
2021
Q1 | $454K | Buy |
+13,331
| New | +$454K | 0.13% | 104 |
|