Chas P. Smith & Associates (CPS)’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
$526K Sell
2025
Q1
$566K Buy
2024
Q4
$455K Hold
2024
Q3
$427K Buy
2024
Q2
$361K Buy
2024
Q1
$369K Buy
2023
Q4
$311K Sell
2023
Q3
$278K Buy
2023
Q2
$279K Hold
2023
Q1
$266K Hold
2022
Q4
$283K Sell
2022
Q3
$254K Buy
2022
Q2
Sell
2022
Q1
$264K Hold
2021
Q4
$269K Hold
2021
Q3
$258K Buy
2021
Q2
$240K Buy