BMM
Berkshire Money Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.1K | Buy |
+1,874
| New | +$98.1K | 0.01% | 116 |
|
|
2022
Q2 | – | Sell |
-99,619
| Closed | -$3.82M | – | 50 |
|
|
2022
Q1 | $3.82M | Buy |
+99,619
| New | +$3.82M | 0.55% | 18 |
|
|
2020
Q2 | – | Sell |
-274
| Closed | -$6K | – | 85 |
|
|
2020
Q1 | $6K | Buy |
+274
| New | +$6K | ﹤0.01% | 71 |
|
|
2018
Q3 | – | Sell |
-97,342
| Closed | -$2.6M | – | 27 |
|
|
2018
Q2 | $2.6M | Sell |
97,342
-9,783
| -9% | -$261K | 0.61% | 13 |
|
|
2018
Q1 | $2.95M | Buy |
107,125
+26,039
| +32% | +$718K | 0.74% | 15 |
|
|
2017
Q4 | $2.26M | Buy |
81,086
+2,934
| +4% | +$81.9K | 0.57% | 15 |
|
|
2017
Q3 | $2.08M | Sell |
78,152
-677
| -0.9% | -$18K | 0.54% | 15 |
|
|
2017
Q2 | $1.95M | Sell |
78,829
-98
| -0.1% | -$2.42K | 0.55% | 15 |
|
|
2017
Q1 | $1.87M | Sell |
78,927
-663
| -0.8% | -$15.7K | 0.56% | 14 |
|
|
2016
Q4 | $1.85M | Buy |
+79,590
| New | +$1.85M | 0.55% | 15 |
|
|
2016
Q1 | – | Sell |
-358,099
| Closed | -$8.53M | – | 28 |
|
|
2015
Q4 | $8.53M | Sell |
358,099
-1,757
| -0.5% | -$41.9K | 2.6% | 10 |
|
|
2015
Q3 | $8.9M | Buy |
359,856
+6,147
| +2% | +$152K | 2.73% | 11 |
|
|
2015
Q2 | $8.62M | Sell |
353,709
-1,861
| -0.5% | -$45.4K | 2.54% | 11 |
|
|
2015
Q1 | $8.57M | Sell |
355,570
-10,913
| -3% | -$263K | 2.52% | 11 |
|
|
2014
Q4 | $9.06M | Buy |
366,483
+18,368
| +5% | +$454K | 2.71% | 11 |
|
|
2014
Q3 | $8.07M | Buy |
348,115
+10,487
| +3% | +$243K | 3.4% | 11 |
|
|
2014
Q2 | $7.68M | Sell |
337,628
-2,856
| -0.8% | -$64.9K | 5.36% | 6 |
|
|
2014
Q1 | $7.61M | Buy |
340,484
+10,432
| +3% | +$233K | 3.48% | 9 |
|
|
2013
Q4 | $7.22M | Sell |
330,052
-119,085
| -27% | -$2.6M | 2.64% | 11 |
|
|
2013
Q3 | $8.94M | Buy |
449,137
+53,664
| +14% | +$1.07M | 3.89% | 8 |
|
|
2013
Q2 | $7.69M | Buy |
+395,473
| New | +$7.69M | 3.64% | 8 |
|