Clearstead Trust’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 | $31.7K | Buy |
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|
2025
Q1 | $23.2K | Hold |
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|
2024
Q4 | $22.5K | Hold |
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|
2024
Q3 | $21.1K | Hold |
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|
2024
Q2 | $19.1K | Hold |
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|
2024
Q1 | $19.6K | Hold |
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|
2023
Q4 | $17.5K | Hold |
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|
2023
Q3 | $15.4K | Hold |
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|
2023
Q2 | $14.9K | Hold |
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|
2023
Q1 | $14.9K | Hold |
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|
2022
Q4 | $16K | Hold |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $18K | Sell |
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|
2021
Q4 | $48K | Hold |
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|
2021
Q3 | $46K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $6K | Buy |
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