Boltwood Capital 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 | $2.23M | Buy |
42,531
+1,904
| +5% | +$99.7K | 0.63% | 44 |
|
|
2025
Q1 | $2.02M | Buy |
40,627
+1,061
| +3% | +$52.8K | 0.62% | 45 |
|
|
2024
Q4 | $1.91M | Sell |
39,566
-3,017
| -7% | -$146K | 0.58% | 48 |
|
|
2024
Q3 | $1.93M | Sell |
42,583
-3,332
| -7% | -$151K | 0.57% | 50 |
|
|
2024
Q2 | $1.89M | Sell |
45,915
-1,980
| -4% | -$81.4K | 0.59% | 49 |
|
|
2024
Q1 | $2.02M | Buy |
47,895
+150
| +0.3% | +$6.32K | 0.63% | 47 |
|
|
2023
Q4 | $1.8M | Buy |
47,745
+2,155
| +5% | +$81K | 0.59% | 49 |
|
|
2023
Q3 | $1.51M | Buy |
45,590
+1,253
| +3% | +$41.6K | 0.56% | 47 |
|
|
2023
Q2 | $1.49M | Buy |
44,337
+3,030
| +7% | +$102K | 0.54% | 51 |
|
|
2023
Q1 | $1.33M | Sell |
41,307
-256
| -0.6% | -$8.23K | 0.5% | 51 |
|
|
2022
Q4 | $1.42M | Buy |
41,563
+4,310
| +12% | +$147K | 0.58% | 44 |
|
|
2022
Q3 | $1.13M | Buy |
37,253
+2,515
| +7% | +$76.4K | 0.52% | 55 |
|
|
2022
Q2 | $1.09M | Buy |
34,738
+1,741
| +5% | +$54.8K | 0.47% | 62 |
|
|
2022
Q1 | $1.26M | Sell |
32,997
-751
| -2% | -$28.8K | 0.49% | 64 |
|
|
2021
Q4 | $1.32M | Buy |
33,748
+2,505
| +8% | +$97.8K | 0.49% | 67 |
|
|
2021
Q3 | $1.17M | Buy |
31,243
+3,305
| +12% | +$124K | 0.47% | 66 |
|
|
2021
Q2 | $1.03M | Buy |
27,938
+875
| +3% | +$32.1K | 0.43% | 72 |
|
|
2021
Q1 | $921K | Sell |
27,063
-945
| -3% | -$32.2K | 0.41% | 76 |
|
|
2020
Q4 | $826K | Sell |
28,008
-2,300
| -8% | -$67.8K | 0.4% | 82 |
|
|
2020
Q3 | $730K | Sell |
30,308
-850
| -3% | -$20.5K | 0.41% | 81 |
|
|
2020
Q2 | $721K | Sell |
31,158
-1,236
| -4% | -$28.6K | 0.44% | 75 |
|
|
2020
Q1 | $674K | Sell |
32,394
-5,194
| -14% | -$108K | 0.48% | 73 |
|
|
2019
Q4 | $1.16M | Buy |
37,588
+396
| +1% | +$12.2K | 0.65% | 51 |
|
|
2019
Q3 | $1.04M | Sell |
37,192
-3,145
| -8% | -$88K | 0.66% | 51 |
|
|
2019
Q2 | $1.11M | Sell |
40,337
-473
| -1% | -$13.1K | 0.71% | 45 |
|
|
2019
Q1 | $1.05M | Sell |
40,810
-14,277
| -26% | -$367K | 0.68% | 52 |
|
|
2018
Q4 | $1.31M | Buy |
55,087
+23,968
| +77% | +$571K | 0.9% | 38 |
|
|
2018
Q3 | $858K | Buy |
31,119
+2,975
| +11% | +$82K | 0.51% | 64 |
|
|
2018
Q2 | $748K | Buy |
28,144
+1,625
| +6% | +$43.2K | 0.49% | 70 |
|
|
2018
Q1 | $731K | Sell |
26,519
-376
| -1% | -$10.4K | 0.5% | 64 |
|
|
2017
Q4 | $750K | Buy |
26,895
+850
| +3% | +$23.7K | 0.46% | 66 |
|
|
2017
Q3 | $673K | Buy |
26,045
+1,225
| +5% | +$31.7K | 0.44% | 74 |
|
|
2017
Q2 | $612K | Sell |
24,820
-825
| -3% | -$20.3K | 0.41% | 79 |
|
|
2017
Q1 | $608K | Buy |
25,645
+3,575
| +16% | +$84.8K | 0.43% | 79 |
|
|
2016
Q4 | $513K | Sell |
22,070
-16,125
| -42% | -$375K | 0.39% | 81 |
|
|
2016
Q3 | $737K | Sell |
38,195
-4,973
| -12% | -$96K | 0.59% | 59 |
|
|
2016
Q2 | $866K | Buy |
43,168
+1,253
| +3% | +$25.1K | 0.72% | 47 |
|
|
2016
Q1 | $828K | Sell |
41,915
-2,745
| -6% | -$54.2K | 0.73% | 46 |
|
|
2015
Q4 | $934K | Buy |
44,660
+1,993
| +5% | +$41.7K | 0.86% | 40 |
|
|
2015
Q3 | $849K | Sell |
42,667
-228
| -0.5% | -$4.54K | 0.9% | 38 |
|
|
2015
Q2 | $918K | Sell |
42,895
-1,367
| -3% | -$29.3K | 0.9% | 39 |
|
|
2015
Q1 | $937K | Sell |
44,262
-1,594
| -3% | -$33.7K | 0.27% | 57 |
|
|
2014
Q4 | $996K | Buy |
45,856
+85
| +0.2% | +$1.85K | 0.28% | 56 |
|
|
2014
Q3 | $931K | Sell |
45,771
-12,417
| -21% | -$253K | 0.28% | 58 |
|
|
2014
Q2 | $1.16M | Buy |
58,188
+32,523
| +127% | +$649K | 0.34% | 54 |
|
|
2014
Q1 | $503K | Hold |
25,665
| – | – | 0.16% | 70 |
|
|
2013
Q4 | $493K | Buy |
25,665
+3,474
| +16% | +$66.7K | 0.16% | 70 |
|
|
2013
Q3 | $388K | Sell |
22,191
-8,167
| -27% | -$143K | 0.14% | 73 |
|
|
2013
Q2 | $518K | Buy |
+30,358
| New | +$518K | 0.21% | 61 |
|