Caldwell Sutter Capital’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 | $535K | Hold |
10,217
| – | – | 0.25% | 109 |
|
|
2025
Q1 | $509K | Sell |
10,217
-2,827
| -22% | -$141K | 0.24% | 111 |
|
|
2024
Q4 | $630K | Buy |
13,044
+1,500
| +13% | +$72.5K | 0.29% | 92 |
|
|
2024
Q3 | $523K | Hold |
11,544
| – | – | 0.24% | 110 |
|
|
2024
Q2 | $475K | Hold |
11,544
| – | – | 0.23% | 113 |
|
|
2024
Q1 | $486K | Hold |
11,544
| – | – | 0.23% | 111 |
|
|
2023
Q4 | $434K | Sell |
11,544
-100
| -0.9% | -$3.76K | 0.22% | 115 |
|
|
2023
Q3 | $386K | Sell |
11,644
-1,040
| -8% | -$34.5K | 0.21% | 112 |
|
|
2023
Q2 | $428K | Sell |
12,684
-650
| -5% | -$21.9K | 0.22% | 109 |
|
|
2023
Q1 | $429K | Hold |
13,334
| – | – | 0.31% | 77 |
|
|
2022
Q4 | $456K | Buy |
+13,334
| New | +$456K | 0.4% | 60 |
|