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