Certified Advisory Corp’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 | $1.4M | Buy |
26,654
+341
| +1% | +$17.9K | 0.15% | 132 |
|
|
2025
Q1 | $1.31M | Buy |
26,313
+1,504
| +6% | +$74.9K | 0.15% | 131 |
|
|
2024
Q4 | $1.2M | Buy |
24,809
+454
| +2% | +$21.9K | 0.13% | 132 |
|
|
2024
Q3 | $1.1M | Sell |
24,355
-251
| -1% | -$11.4K | 0.12% | 139 |
|
|
2024
Q2 | $1.01M | Sell |
24,606
-1,169
| -5% | -$48.1K | 0.13% | 136 |
|
|
2024
Q1 | $1.09M | Buy |
25,775
+922
| +4% | +$38.8K | 0.15% | 125 |
|
|
2023
Q4 | $934K | Sell |
24,853
-333
| -1% | -$12.5K | 0.14% | 131 |
|
|
2023
Q3 | $835K | Sell |
25,186
-145
| -0.6% | -$4.81K | 0.15% | 119 |
|
|
2023
Q2 | $854K | Sell |
25,331
-9,047
| -26% | -$305K | 0.16% | 120 |
|
|
2023
Q1 | $1.11M | Sell |
34,378
-2,830
| -8% | -$91K | 0.2% | 113 |
|
|
2022
Q4 | $1.27M | Buy |
37,208
+133
| +0.4% | +$4.55K | 0.25% | 102 |
|
|
2022
Q3 | $1.13M | Buy |
37,075
+312
| +0.8% | +$9.48K | 0.26% | 98 |
|
|
2022
Q2 | $1.16M | Sell |
36,763
-945
| -3% | -$29.7K | 0.26% | 96 |
|
|
2022
Q1 | $1.45M | Buy |
37,708
+564
| +2% | +$21.6K | 0.31% | 87 |
|
|
2021
Q4 | $1.45M | Buy |
37,144
+410
| +1% | +$16K | 0.32% | 83 |
|
|
2021
Q3 | $1.38M | Buy |
36,734
+875
| +2% | +$32.8K | 0.34% | 77 |
|
|
2021
Q2 | $1.32M | Buy |
35,859
+278
| +0.8% | +$10.2K | 0.33% | 75 |
|
|
2021
Q1 | $1.21M | Buy |
+35,581
| New | +$1.21M | 0.31% | 77 |
|
|
2020
Q2 | $1.08M | Sell |
46,762
-17,381
| -27% | -$402K | 0.36% | 66 |
|
|
2020
Q1 | $1.34M | Sell |
64,143
-3,908
| -6% | -$81.3K | 0.53% | 41 |
|
|
2019
Q4 | $2.1M | Buy |
68,051
+163
| +0.2% | +$5.02K | 0.67% | 32 |
|
|
2019
Q3 | $1.9M | Buy |
67,888
+1,627
| +2% | +$45.6K | 0.66% | 33 |
|
|
2019
Q2 | $1.83M | Buy |
66,261
+331
| +0.5% | +$9.14K | 0.68% | 33 |
|
|
2019
Q1 | $1.7M | Buy |
65,930
+3,434
| +5% | +$88.3K | 0.71% | 33 |
|
|
2018
Q4 | $1.49M | Sell |
62,496
-4,041
| -6% | -$96.3K | 0.77% | 28 |
|
|
2018
Q3 | $1.84M | Buy |
66,537
+3,372
| +5% | +$93K | 0.85% | 26 |
|
|
2018
Q2 | $1.68M | Buy |
63,165
+6,771
| +12% | +$180K | 0.93% | 25 |
|
|
2018
Q1 | $1.55M | Buy |
56,394
+25,442
| +82% | +$701K | 0.92% | 27 |
|
|
2017
Q4 | $863K | Buy |
+30,952
| New | +$863K | 0.62% | 44 |
|