CAPTRUST Financial 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
Q2 | $77.7M | Buy |
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|
2025
Q1 | $72.4M | Buy |
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|
2024
Q4 | $29.6M | Buy |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $12.1M | Sell |
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|
2024
Q1 | $12.7M | Sell |
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|
2023
Q4 | $13M | Buy |
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|
2023
Q3 | $10.7M | Sell |
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|
2023
Q2 | $11.1M | Sell |
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|
2023
Q1 | $20.2M | Sell |
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|
2022
Q4 | $23M | Sell |
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|
2022
Q3 | $20.9M | Sell |
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|
2022
Q2 | $22.3M | Sell |
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|
2022
Q1 | $35.5M | Sell |
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|
2021
Q4 | $37.2M | Buy |
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|
2021
Q3 | $8.01M | Sell |
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|
2021
Q2 | $8.55M | Sell |
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|
2021
Q1 | $8.13M | Buy |
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|
2020
Q4 | $2.76M | Sell |
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|
2020
Q3 | $2.39M | Buy |
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|
2020
Q2 | $2.17M | Buy |
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|
2020
Q1 | $1.06M | Sell |
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|
2019
Q4 | $3.3M | Buy |
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|
2019
Q3 | $1.71M | Sell |
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|
2019
Q2 | $1.75M | Buy |
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|
2019
Q1 | $1.62M | Buy |
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|
2018
Q4 | $1.08M | Buy |
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|
2018
Q3 | $1.21M | Buy |
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $1.41M | Sell |
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|
2017
Q4 | $1.62M | Sell |
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|
2017
Q3 | $1.64M | Buy |
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|
2017
Q2 | $885K | Sell |
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|
2017
Q1 | $869K | Buy |
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|
2016
Q4 | $218K | Sell |
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|
2016
Q3 | $303K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $360K | Sell |
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|
2015
Q4 | $698K | Sell |
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|
2015
Q3 | $704K | Buy |
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|
2015
Q2 | $391K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $4K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1K | Buy |
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