Chicago Wealth Management’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 | $10.5M | Buy |
200,288
+1,349
| +0.7% | +$70.6K | 5% | 8 |
|
|
2025
Q1 | $9.91M | Buy |
198,939
+8,163
| +4% | +$407K | 5.19% | 8 |
|
|
2024
Q4 | $9.22M | Buy |
190,776
+13,069
| +7% | +$632K | 4.79% | 11 |
|
|
2024
Q3 | $8.05M | Buy |
177,707
+39,508
| +29% | +$1.79M | 4.3% | 12 |
|
|
2024
Q2 | $5.68M | Buy |
138,199
+15,431
| +13% | +$634K | 3.27% | 16 |
|
|
2024
Q1 | $5.17M | Buy |
+122,768
| New | +$5.17M | 3.07% | 15 |
|
|
2023
Q2 | – | Sell |
-240,881
| Closed | -$7.74M | – | 49 |
|
|
2023
Q1 | $7.74M | Buy |
240,881
+232,045
| +2,626% | +$7.46M | 6.15% | 7 |
|
|
2022
Q4 | $302K | Buy |
+8,836
| New | +$302K | 0.26% | 33 |
|
|
2022
Q2 | – | Sell |
-231,804
| Closed | -$8.88M | – | 48 |
|
|
2022
Q1 | $8.88M | Buy |
231,804
+2,077
| +0.9% | +$79.6K | 5.96% | 4 |
|
|
2021
Q4 | $8.97M | Buy |
229,727
+5,719
| +3% | +$223K | 6.02% | 5 |
|
|
2021
Q3 | $8.41M | Buy |
224,008
+6,132
| +3% | +$230K | 6.13% | 5 |
|
|
2021
Q2 | $7.99M | Buy |
217,876
+13,774
| +7% | +$505K | 5.75% | 5 |
|
|
2021
Q1 | $6.95M | Buy |
+204,102
| New | +$6.95M | 5.52% | 7 |
|