Creative Financial Designs’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
$6.63M Sell
126,508
-15,842
-11% -$830K 0.48% 45
2025
Q1
$7.09M Sell
142,350
-9,022
-6% -$449K 0.57% 38
2024
Q4
$7.32M Buy
151,372
+1,088
+0.7% +$52.6K 0.59% 37
2024
Q3
$6.81M Buy
150,284
+5,834
+4% +$264K 0.57% 37
2024
Q2
$5.94M Buy
144,450
+64,250
+80% +$2.64M 0.53% 47
2024
Q1
$3.38M Buy
80,200
+7,703
+11% +$324K 0.32% 71
2023
Q4
$2.73M Buy
72,497
+2,565
+4% +$96.4K 0.28% 79
2023
Q3
$2.32M Buy
69,932
+1,674
+2% +$55.5K 0.27% 78
2023
Q2
$2.3M Buy
68,258
+10,935
+19% +$369K 0.27% 77
2023
Q1
$1.84M Buy
57,323
+19,618
+52% +$631K 0.24% 89
2022
Q4
$1.29M Buy
37,705
+4,681
+14% +$160K 0.19% 105
2022
Q3
$1M Buy
33,024
+4,567
+16% +$139K 0.16% 119
2022
Q2
$895K Buy
28,457
+984
+4% +$30.9K 0.15% 134
2022
Q1
$1.05M Buy
27,473
+3,993
+17% +$153K 0.16% 124
2021
Q4
$917K Buy
23,480
+3,595
+18% +$140K 0.14% 135
2021
Q3
$746K Buy
19,885
+3,830
+24% +$144K 0.12% 140
2021
Q2
$589K Buy
16,055
+13,576
+548% +$498K 0.1% 160
2021
Q1
$84K Buy
2,479
+1,280
+107% +$43.4K 0.02% 448
2020
Q4
$35K Sell
1,199
-53
-4% -$1.55K 0.01% 590
2020
Q3
$30K Buy
1,252
+220
+21% +$5.27K 0.01% 569
2020
Q2
$24K Buy
1,032
+746
+261% +$17.3K 0.01% 569
2020
Q1
$6K Buy
286
+3
+1% +$63 ﹤0.01% 392
2019
Q4
$9K Sell
283
-477
-63% -$15.2K ﹤0.01% 416
2019
Q3
$20K Buy
760
+524
+222% +$13.8K 0.01% 338
2019
Q2
$7K Buy
+236
New +$7K ﹤0.01% 437
2018
Q4
Sell
-39
Closed -$1K 774
2018
Q3
$1K Buy
+39
New +$1K ﹤0.01% 723
2018
Q2
Sell
-200
Closed -$6K 799
2018
Q1
$6K Sell
200
-91
-31% -$2.73K ﹤0.01% 489
2017
Q4
$8K Sell
291
-830
-74% -$22.8K 0.01% 444
2017
Q3
$29K Buy
1,121
+4
+0.4% +$103 0.02% 287
2017
Q2
$28K Buy
1,117
+34
+3% +$852 0.02% 286
2017
Q1
$26K Buy
1,083
+81
+8% +$1.95K 0.02% 294
2016
Q4
$23K Buy
+1,002
New +$23K 0.02% 304