Connecticut 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
Q3 | $561K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $709K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $724K | Sell |
|
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|
2024
Q2 | $727K | Buy |
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|
2024
Q1 | $745K | Buy |
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|
2023
Q4 | $665K | Buy |
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|
2023
Q3 | $587K | Buy |
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|
2023
Q2 | $564K | Sell |
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|
2023
Q1 | $563K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $462K | Buy |
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|
2020
Q4 | $360K | Sell |
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|
2020
Q3 | $316K | Buy |
|