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Clarity Financial’s Financial Select Sector SPDR Fund XLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.6M Buy
317,704
+47,042
+17% +$2.46M 1.79% 23
2025
Q1
$13.5M Buy
270,662
+74,985
+38% +$3.73M 1.55% 25
2024
Q4
$9.46M Sell
195,677
-5,902
-3% -$285K 1.13% 33
2024
Q3
$9.14M Buy
201,579
+92,488
+85% +$4.19M 1.06% 32
2024
Q2
$4.48M Sell
109,091
-2,035
-2% -$83.7K 0.66% 37
2024
Q1
$4.68M Sell
111,126
-125
-0.1% -$5.27K 0.71% 35
2023
Q4
$4.18M Sell
111,251
-2,752
-2% -$103K 0.73% 34
2023
Q3
$3.78M Buy
114,003
+920
+0.8% +$30.5K 0.64% 38
2023
Q2
$3.81M Buy
+113,083
New +$3.81M 0.54% 40
2023
Q1
Sell
-104,259
Closed -$3.57M 98
2022
Q4
$3.57M Buy
104,259
+50,386
+94% +$1.72M 0.69% 29
2022
Q3
$1.64M Sell
53,873
-16,163
-23% -$491K 0.38% 41
2022
Q2
$2.2M Sell
70,036
-169,174
-71% -$5.32M 0.48% 41
2022
Q1
$9.17M Sell
239,210
-5,714
-2% -$219K 1.85% 19
2021
Q4
$9.56M Buy
244,924
+996
+0.4% +$38.9K 1.49% 20
2021
Q3
$9.16M Buy
243,928
+61,524
+34% +$2.31M 1.49% 14
2021
Q2
$6.69M Sell
182,404
-65,036
-26% -$2.39M 1.29% 21
2021
Q1
$8.43M Buy
+247,440
New +$8.43M 1.71% 14