Blue Bell Private Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $169K | Hold |
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|
2025
Q2 | $164K | Hold |
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|
2025
Q1 | $156K | Hold |
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|
2024
Q4 | $152K | Hold |
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|
2024
Q3 | $142K | Hold |
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|
2024
Q2 | $129K | Hold |
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|
2024
Q1 | $132K | Sell |
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $173K | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $81K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $40K | Sell |
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|
2020
Q1 | $52K | Sell |
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|
2019
Q4 | $237K | Buy |
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|
2019
Q3 | $87K | Sell |
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|
2019
Q2 | $90K | Hold |
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|
2019
Q1 | $84K | Hold |
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|
2018
Q4 | $77K | Sell |
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|
2018
Q3 | $92K | Buy |
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|
2018
Q2 | $84K | Sell |
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|
2018
Q1 | $225K | Buy |
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|
2017
Q4 | $94K | Hold |
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|
2017
Q3 | $87K | Sell |
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|
2017
Q2 | $206K | Buy |
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|
2017
Q1 | $80K | Buy |
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|
2016
Q4 | $77K | Hold |
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|
2016
Q3 | $64K | Sell |
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|
2016
Q2 | $76K | Hold |
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|
2016
Q1 | $74K | Hold |
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|
2015
Q4 | $79K | Hold |
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|
2015
Q3 | $75K | Hold |
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|
2015
Q2 | $80K | Hold |
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|
2015
Q1 | $79K | Hold |
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|
2014
Q4 | $81K | Hold |
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|
2014
Q3 | $76K | Buy |
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|
2014
Q2 | $66K | Hold |
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|
2014
Q1 | $65K | Buy |
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|
2013
Q4 | $52K | Buy |
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