Clark Financial Services Group’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 | $3.14M | Buy |
59,952
+30,838
| +106% | +$1.61M | 1.93% | 15 |
|
|
2025
Q1 | $1.45M | Sell |
29,114
-243
| -0.8% | -$12.1K | 1% | 18 |
|
|
2024
Q4 | $1.42M | Buy |
+29,357
| New | +$1.42M | 1.09% | 16 |
|
|
2022
Q4 | – | Sell |
-38,408
| Closed | -$1.17M | – | 66 |
|
|
2022
Q3 | $1.17M | Buy |
+38,408
| New | +$1.17M | 1.23% | 15 |
|
|
2022
Q1 | $1.47M | Sell |
38,311
-79
| -0.2% | -$3.03K | 1.08% | 16 |
|
|
2021
Q4 | $1.5M | Buy |
+38,390
| New | +$1.5M | 1.01% | 20 |
|
|
2021
Q3 | – | Sell |
-44,417
| Closed | -$1.63M | – | 66 |
|
|
2021
Q2 | $1.63M | Buy |
44,417
+785
| +2% | +$28.8K | 1.28% | 20 |
|
|
2021
Q1 | $1.49M | Buy |
+43,632
| New | +$1.49M | 1.26% | 21 |
|
|
2020
Q2 | $1.18M | Buy |
+37,394
| New | +$1.18M | 1.82% | 11 |
|