Clearstead 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 | $4.65M | Sell |
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|
2025
Q1 | $4.46M | Sell |
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|
2024
Q4 | $4.38M | Sell |
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|
2024
Q3 | $4.12M | Buy |
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|
2024
Q2 | $3.72M | Buy |
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|
2024
Q1 | $3.02M | Sell |
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|
2023
Q4 | $2.84M | Sell |
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|
2023
Q3 | $5.52M | Buy |
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|
2023
Q2 | $2.81M | Buy |
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|
2023
Q1 | $829K | Sell |
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|
2022
Q4 | $985K | Sell |
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|
2022
Q3 | $885K | Buy |
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|
2022
Q2 | $663K | Sell |
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|
2022
Q1 | $846K | Buy |
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|
2021
Q4 | $822K | Sell |
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|
2021
Q3 | $836K | Buy |
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|
2021
Q2 | $522K | Buy |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $315K | Sell |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | $17K | Sell |
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|
2020
Q1 | $17K | Buy |
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