Capital Planning Advisors’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
Q3 | $5.67M | Sell |
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|
2025
Q2 | $5.82M | Sell |
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|
2025
Q1 | $5.57M | Buy |
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|
2024
Q4 | $3.5M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $16K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.89M | Buy |
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|
2018
Q2 | $2.8M | Sell |
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|
2018
Q1 | $3.61M | Buy |
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|
2017
Q4 | $3.55M | Buy |
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|
2017
Q3 | $2.91M | Buy |
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|
2017
Q2 | $2.52M | Buy |
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|
2017
Q1 | $1.82M | Buy |
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|
2016
Q4 | $1.63M | Buy |
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|
2016
Q3 | $218K | Sell |
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|
2016
Q2 | $411K | Buy |
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|
2016
Q1 | $398K | Buy |
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|
2015
Q4 | $319K | Sell |
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|
2015
Q3 | $323K | Buy |
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