Coyle Financial Counsel’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 | $531K | Buy |
+10,143
| New | +$531K | 0.14% | 55 |
|
|
2022
Q2 | – | Sell |
-9,166
| Closed | -$351K | – | 70 |
|
|
2022
Q1 | $351K | Buy |
9,166
+32
| +0.4% | +$1.23K | 0.19% | 56 |
|
|
2021
Q4 | $357K | Buy |
9,134
+820
| +10% | +$32K | 0.21% | 56 |
|
|
2021
Q3 | $312K | Buy |
+8,314
| New | +$312K | 0.18% | 58 |
|
|
2018
Q2 | – | Sell |
-1,377
| Closed | -$102K | – | 329 |
|
|
2018
Q1 | $102K | Buy |
+1,377
| New | +$102K | 0.11% | 45 |
|
|
2017
Q2 | $228K | Sell |
9,245
-54
| -0.6% | -$1.33K | 0.3% | 40 |
|
|
2017
Q1 | $221K | Sell |
9,299
-1,617
| -15% | -$38.4K | 0.29% | 38 |
|
|
2016
Q4 | $253K | Sell |
10,916
-1,774
| -14% | -$41.1K | 0.55% | 24 |
|
|
2016
Q3 | $250K | Sell |
12,690
-2,806
| -18% | -$55.3K | 0.36% | 39 |
|
|
2016
Q2 | $311K | Buy |
15,496
+513
| +3% | +$10.3K | 0.45% | 36 |
|
|
2016
Q1 | $296K | Buy |
14,983
+844
| +6% | +$16.7K | 0.47% | 33 |
|
|
2015
Q4 | $296K | Sell |
14,139
-217
| -2% | -$4.54K | 0.29% | 39 |
|
|
2015
Q3 | $286K | Sell |
14,356
-1,365
| -9% | -$27.2K | 0.27% | 35 |
|
|
2015
Q2 | $336K | Sell |
15,721
-719
| -4% | -$15.4K | 0.38% | 33 |
|
|
2015
Q1 | $348K | Sell |
16,440
-1,176
| -7% | -$24.9K | 0.39% | 33 |
|
|
2014
Q4 | $382K | Sell |
17,616
-523
| -3% | -$11.3K | 0.46% | 31 |
|
|
2014
Q3 | $369K | Hold |
18,139
| – | – | 0.46% | 31 |
|
|
2014
Q2 | $362K | Hold |
18,139
| – | – | 0.5% | 30 |
|
|
2014
Q1 | $356K | Buy |
18,139
+650
| +4% | +$12.8K | 0.5% | 29 |
|
|
2013
Q4 | $336K | Buy |
+17,489
| New | +$336K | 0.47% | 28 |
|