Cerity Partners’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 | $18.6M | Sell |
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|
2025
Q2 | $18.3M | Buy |
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|
2025
Q1 | $15M | Buy |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $8.18M | Buy |
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|
2024
Q1 | $8.08M | Buy |
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|
2023
Q4 | $6.82M | Buy |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $5.63M | Sell |
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|
2023
Q1 | $8.63M | Sell |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $9.13M | Sell |
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|
2022
Q2 | $38.8M | Buy |
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|
2022
Q1 | $26.9M | Buy |
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|
2021
Q4 | $9.24M | Buy |
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|
2021
Q3 | $1.95M | Sell |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $464K | Buy |
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|
2020
Q4 | $374K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $335K | Sell |
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|
2019
Q3 | $336K | Sell |
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|
2019
Q2 | $351K | Buy |
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|
2019
Q1 | $200K | Sell |
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|
2018
Q4 | $281K | Buy |
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|
2018
Q3 | $315K | Sell |
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|
2018
Q2 | $313K | Sell |
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|
2018
Q1 | $387K | Buy |
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|
2017
Q4 | $278K | Buy |
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|
2017
Q3 | $253K | Buy |
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