Coldstream Capital Management’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 | $596K | Buy |
11,379
+665
| +6% | +$34.8K | 0.01% | 588 |
|
2025
Q1 | $534K | Sell |
10,714
-911
| -8% | -$45.4K | 0.01% | 574 |
|
2024
Q4 | $562K | Buy |
11,625
+5,288
| +83% | +$256K | 0.01% | 558 |
|
2024
Q3 | $287K | Buy |
+6,337
| New | +$287K | 0.01% | 858 |
|
2017
Q2 | – | Sell |
-9,277
| Closed | -$220K | – | 289 |
|
2017
Q1 | $220K | Buy |
+9,277
| New | +$220K | 0.03% | 234 |
|