Brendel 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 | – | Sell |
-14,407
| Closed | -$718K | – | 113 |
|
|
2025
Q1 | $718K | Sell |
14,407
-1,006
| -7% | -$50.1K | 0.44% | 54 |
|
|
2024
Q4 | $745K | Sell |
15,413
-1,730
| -10% | -$83.6K | 0.45% | 52 |
|
|
2024
Q3 | $777K | Buy |
+17,143
| New | +$777K | 0.44% | 51 |
|
|
2023
Q2 | – | Sell |
-21,428
| Closed | -$689K | – | 94 |
|
|
2023
Q1 | $689K | Buy |
21,428
+1,401
| +7% | +$45K | 0.51% | 49 |
|
|
2022
Q4 | $685K | Buy |
+20,027
| New | +$685K | 1.37% | 23 |
|