Brown Miller Wealth 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 | $495K | Hold |
9,458
| – | – | 0.15% | 106 |
|
|
2025
Q1 | $471K | Buy |
+9,458
| New | +$471K | 0.16% | 107 |
|
|
2024
Q4 | – | Sell |
-5,801
| Closed | -$263K | – | 133 |
|
|
2024
Q3 | $263K | Sell |
5,801
-3,710
| -39% | -$168K | 0.1% | 107 |
|
|
2024
Q2 | $391K | Buy |
+9,511
| New | +$391K | 0.16% | 88 |
|
|
2022
Q3 | – | Sell |
-11,409
| Closed | -$358K | – | 125 |
|
|
2022
Q2 | $358K | Sell |
11,409
-10,159
| -47% | -$319K | 0.24% | 79 |
|
|
2022
Q1 | $826K | Buy |
21,568
+8,777
| +69% | +$336K | 0.48% | 53 |
|
|
2021
Q4 | $499K | Sell |
12,791
-1,388
| -10% | -$54.1K | 0.29% | 66 |
|
|
2021
Q3 | $532K | Hold |
14,179
| – | – | 0.33% | 61 |
|
|
2021
Q2 | $520K | Buy |
14,179
+469
| +3% | +$17.2K | 0.33% | 63 |
|
|
2021
Q1 | $467K | Buy |
+13,710
| New | +$467K | 0.33% | 66 |
|