Comprehensive Financial Consultants Institutional’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 | $428K | Buy |
8,180
+1,179
| +17% | +$61.7K | 0.14% | 135 |
|
|
2025
Q1 | $349K | Buy |
+7,001
| New | +$349K | 0.12% | 135 |
|
|
2023
Q2 | – | Sell |
-6,434
| Closed | -$207K | – | 172 |
|
|
2023
Q1 | $207K | Sell |
6,434
-562
| -8% | -$18.1K | 0.12% | 155 |
|
|
2022
Q4 | $251K | Hold |
6,996
| – | – | 0.15% | 132 |
|
|
2022
Q3 | $222K | Sell |
6,996
-205
| -3% | -$6.51K | 0.15% | 144 |
|
|
2022
Q2 | $227K | Hold |
7,201
| – | – | 0.16% | 141 |
|
|
2022
Q1 | $250K | Sell |
7,201
-585
| -8% | -$20.3K | 0.17% | 141 |
|
|
2021
Q4 | $304K | Buy |
+7,786
| New | +$304K | 0.2% | 117 |
|