Benjamin Edwards Inc’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 | $9.33M | Sell |
178,161
-25,026
| -12% | -$1.31M | 0.12% | 179 |
|
|
2025
Q1 | $10.1M | Buy |
203,187
+43,082
| +27% | +$2.15M | 0.14% | 161 |
|
|
2024
Q4 | $7.74M | Buy |
160,105
+11,522
| +8% | +$557K | 0.11% | 195 |
|
|
2024
Q3 | $6.73M | Buy |
+148,583
| New | +$6.73M | 0.1% | 218 |
|
|
2023
Q2 | – | Sell |
-79
| Closed | -$3K | – | 728 |
|
|
2023
Q1 | $3K | Sell |
79
-739
| -90% | -$28.1K | ﹤0.01% | 656 |
|
|
2022
Q4 | $28K | Buy |
818
+436
| +114% | +$14.9K | 0.01% | 469 |
|
|
2022
Q3 | $12K | Sell |
382
-4,024
| -91% | -$126K | ﹤0.01% | 550 |
|
|
2022
Q2 | $139K | Sell |
4,406
-8,149
| -65% | -$257K | 0.04% | 295 |
|
|
2022
Q1 | $481K | Sell |
12,555
-297
| -2% | -$11.4K | 0.14% | 171 |
|
|
2021
Q4 | $502K | Sell |
12,852
-869
| -6% | -$33.9K | 0.16% | 148 |
|
|
2021
Q3 | $515K | Buy |
13,721
+2,119
| +18% | +$79.5K | 0.31% | 108 |
|
|
2021
Q2 | $426K | Sell |
11,602
-2,612
| -18% | -$95.9K | 0.29% | 114 |
|
|
2021
Q1 | $484K | Buy |
14,214
+9,709
| +216% | +$331K | 0.37% | 94 |
|
|
2020
Q4 | $133K | Buy |
+4,505
| New | +$133K | 0.1% | 173 |
|