Claro Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Buy |
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|
2025
Q2 | $920K | Sell |
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|
2025
Q1 | $2.93M | Buy |
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|
2024
Q4 | $2.73M | Sell |
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|
2024
Q3 | $3.1M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $639K | Buy |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $438K | Sell |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $470K | Hold |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $222K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $41K | Buy |
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