Claro Advisors’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
$920K Sell
2025
Q1
$2.93M Buy
2024
Q4
$2.73M Sell
2024
Q3
$3.1M Buy
2024
Q2
$1M Buy
2024
Q1
$639K Buy
2023
Q4
$463K Buy
2023
Q3
$339K Sell
2023
Q2
$438K Sell
2023
Q1
$441K Buy
2022
Q4
$457K Sell
2022
Q3
$470K Hold
2022
Q2
$470K Buy
2022
Q1
$328K Hold
2021
Q4
$328K Buy
2021
Q3
$222K Buy
2019
Q1
Sell
2018
Q4
$41K Buy