CreativeOne Wealth’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 | $3.55M | Sell |
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|
2025
Q2 | $3.6M | Sell |
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2025
Q1 | $3.45M | Sell |
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|
2024
Q4 | $4.01M | Buy |
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|
2024
Q3 | $3.33M | Buy |
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|
2024
Q2 | $779K | Sell |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $2.26M | Sell |
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|
2022
Q3 | $2.05M | Buy |
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|
2022
Q2 | $1.97M | Sell |
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|
2022
Q1 | $3.22M | Buy |
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|
2021
Q4 | $2.75M | Buy |
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|
2021
Q3 | $2.42M | Buy |
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|
2021
Q2 | $2.11M | Buy |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $684K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Buy |
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