Cary Street Partners 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 | $122K | Sell |
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|
2025
Q1 | $118K | Sell |
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|
2024
Q4 | $115K | Sell |
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|
2024
Q3 | $2.02M | Sell |
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|
2024
Q2 | $2.34M | Buy |
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|
2024
Q1 | $2.35M | Buy |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $525K | Buy |
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|
2023
Q1 | $220K | Buy |
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|
2022
Q4 | $228K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $276K | Buy |
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|
2020
Q3 | $202K | Buy |
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