Center for Financial Planning’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Hold |
763
| – | – | ﹤0.01% | 319 |
|
|
2025
Q1 | $38K | Hold |
763
| – | – | ﹤0.01% | 310 |
|
|
2024
Q4 | $36.9K | Buy |
763
+38
| +5% | +$1.84K | ﹤0.01% | 297 |
|
|
2024
Q3 | $32.9K | Hold |
725
| – | – | ﹤0.01% | 292 |
|
|
2024
Q2 | $29.8K | Hold |
725
| – | – | ﹤0.01% | 289 |
|
|
2024
Q1 | $30.5K | Buy |
725
+200
| +38% | +$8.42K | ﹤0.01% | 289 |
|
|
2023
Q4 | $19.7K | Hold |
525
| – | – | ﹤0.01% | 312 |
|
|
2023
Q3 | $17.4K | Sell |
525
-180
| -26% | -$5.97K | ﹤0.01% | 309 |
|
|
2023
Q2 | $23.8K | Hold |
705
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $22.7K | Hold |
705
| – | – | 0.01% | 285 |
|
|
2022
Q4 | $24.1K | Hold |
705
| – | – | 0.01% | 283 |
|
|
2022
Q3 | $21K | Hold |
705
| – | – | 0.01% | 292 |
|
|
2022
Q2 | $22K | Hold |
705
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $27K | Hold |
705
| – | – | 0.01% | 286 |
|
|
2021
Q4 | $28K | Sell |
705
-140
| -17% | -$5.56K | 0.01% | 288 |
|
|
2021
Q3 | $32K | Buy |
845
+140
| +20% | +$5.3K | 0.01% | 264 |
|
|
2021
Q2 | $26K | Hold |
705
| – | – | 0.01% | 286 |
|
|
2021
Q1 | $24K | Hold |
705
| – | – | 0.01% | 293 |
|
|
2020
Q4 | $21K | Buy |
705
+525
| +292% | +$15.6K | 0.01% | 281 |
|
|
2020
Q3 | $4K | Hold |
180
| – | – | ﹤0.01% | 377 |
|
|
2020
Q2 | $4K | Hold |
180
| – | – | ﹤0.01% | 385 |
|
|
2020
Q1 | $4K | Hold |
180
| – | – | ﹤0.01% | 444 |
|
|
2019
Q4 | $6K | Buy |
+180
| New | +$6K | ﹤0.01% | 358 |
|