Congress Wealth Management’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 | $151M | Buy |
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|
2025
Q1 | $143M | Sell |
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|
2024
Q4 | $139M | Sell |
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|
2024
Q3 | $132M | Sell |
|
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|
2024
Q2 | $121M | Buy |
|
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|
2024
Q1 | $121M | Buy |
|
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|
2023
Q4 | $77.8M | Buy |
|
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|
2023
Q3 | $56.9M | Buy |
|
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|
2023
Q2 | $55.1M | Sell |
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|
2023
Q1 | $53.1M | Sell |
|
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|
2022
Q4 | $72.2M | Buy |
|
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|
2022
Q3 | $56.2M | Sell |
|
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|
2022
Q2 | $73.8M | Buy |
|
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|
2022
Q1 | $88.1M | Sell |
|
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|
2021
Q4 | $94.1M | Buy |
|