Brighton Jones LLC’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 | $2.66M | Buy |
50,712
+169
| +0.3% | +$8.85K | 0.07% | 156 |
|
|
2025
Q1 | $2.52M | Sell |
50,543
-2,455
| -5% | -$122K | 0.08% | 138 |
|
|
2024
Q4 | $2.56M | Buy |
52,998
+5,622
| +12% | +$272K | 0.07% | 141 |
|
|
2024
Q3 | $2.15M | Sell |
47,376
-4,124
| -8% | -$187K | 0.08% | 131 |
|
|
2024
Q2 | $2.12M | Buy |
51,500
+39
| +0.1% | +$1.6K | 0.07% | 146 |
|
|
2024
Q1 | $2.17M | Buy |
51,461
+2,831
| +6% | +$119K | 0.08% | 141 |
|
|
2023
Q4 | $1.83M | Buy |
48,630
+1,299
| +3% | +$48.8K | 0.08% | 144 |
|
|
2023
Q3 | $1.57M | Sell |
47,331
-584
| -1% | -$19.4K | 0.08% | 141 |
|
|
2023
Q2 | $1.62M | Buy |
47,915
+24,491
| +105% | +$826K | 0.08% | 141 |
|
|
2023
Q1 | $753K | Buy |
23,424
+1,626
| +7% | +$52.3K | 0.04% | 216 |
|
|
2022
Q4 | $746K | Sell |
21,798
-5,186
| -19% | -$177K | 0.04% | 192 |
|
|
2022
Q3 | $819K | Buy |
26,984
+3,635
| +16% | +$110K | 0.05% | 178 |
|
|
2022
Q2 | $734K | Sell |
23,349
-1,532
| -6% | -$48.2K | 0.04% | 188 |
|
|
2022
Q1 | $953K | Buy |
24,881
+416
| +2% | +$15.9K | 0.04% | 181 |
|
|
2021
Q4 | $955K | Buy |
24,465
+539
| +2% | +$21K | 0.05% | 181 |
|
|
2021
Q3 | $898K | Buy |
23,926
+5,623
| +31% | +$211K | 0.05% | 171 |
|
|
2021
Q2 | $672K | Buy |
18,303
+713
| +4% | +$26.2K | 0.03% | 214 |
|
|
2021
Q1 | $599K | Sell |
17,590
-8
| -0% | -$272 | 0.04% | 210 |
|
|
2020
Q4 | $519K | Buy |
17,598
+34
| +0.2% | +$1K | 0.03% | 210 |
|
|
2020
Q3 | $423K | Buy |
17,564
+3,534
| +25% | +$85.1K | 0.03% | 213 |
|
|
2020
Q2 | $325K | Sell |
14,030
-2,162
| -13% | -$50.1K | 0.03% | 215 |
|
|
2020
Q1 | $337K | Sell |
16,192
-7,729
| -32% | -$161K | 0.04% | 194 |
|
|
2019
Q4 | $736K | Sell |
23,921
-1,223
| -5% | -$37.6K | 0.08% | 143 |
|
|
2019
Q3 | $704K | Sell |
25,144
-731
| -3% | -$20.5K | 0.08% | 131 |
|
|
2019
Q2 | $714K | Buy |
25,875
+3,474
| +16% | +$95.9K | 0.08% | 130 |
|
|
2019
Q1 | $576K | Buy |
22,401
+880
| +4% | +$22.6K | 0.07% | 154 |
|
|
2018
Q4 | $513K | Sell |
21,521
-8,861
| -29% | -$211K | 0.07% | 141 |
|
|
2018
Q3 | $838K | Sell |
30,382
-1,591
| -5% | -$43.9K | 0.1% | 106 |
|
|
2018
Q2 | $850K | Buy |
31,973
+3,878
| +14% | +$103K | 0.11% | 112 |
|
|
2018
Q1 | $775K | Buy |
28,095
+1,761
| +7% | +$48.6K | 0.11% | 108 |
|
|
2017
Q4 | $735K | Buy |
26,334
+1,983
| +8% | +$55.3K | 0.09% | 114 |
|
|
2017
Q3 | $630K | Buy |
24,351
+6,749
| +38% | +$175K | 0.08% | 127 |
|
|
2017
Q2 | $434K | Buy |
+17,602
| New | +$434K | 0.06% | 155 |
|
|
2016
Q1 | – | Sell |
-10,769
| Closed | -$225K | – | 223 |
|
|
2015
Q4 | $225K | Buy |
+10,769
| New | +$225K | 0.04% | 181 |
|
|
2014
Q4 | – | Sell |
-10,367
| Closed | -$211K | – | 215 |
|
|
2014
Q3 | $211K | Buy |
+10,367
| New | +$211K | 0.05% | 189 |
|