Cassaday & Co Wealth Management’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 | $911K | Sell |
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|
2025
Q2 | $918K | Buy |
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|
2025
Q1 | $849K | Sell |
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|
2024
Q4 | $825K | Buy |
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|
2024
Q3 | $747K | Sell |
|
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|
2024
Q2 | $721K | Buy |
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|
2024
Q1 | $733K | Buy |
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|
2023
Q4 | $623K | Buy |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $549K | Buy |
|