Cape Investment Advisory’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
2025
Q1
$288K Sell
2024
Q4
$284K Buy
2024
Q3
$259K Buy
2024
Q2
$228K Sell
2024
Q1
$247K Buy
2023
Q4
$204K Buy
2023
Q3
$176K Buy
2023
Q2
$170K Buy
2023
Q1
$156K Buy