Crewe Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $425K | Buy |
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|
2025
Q2 | $378K | Hold |
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|
2025
Q1 | $359K | Sell |
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|
2024
Q4 | $697K | Sell |
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|
2024
Q3 | $666K | Buy |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $708K | Hold |
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|
2023
Q3 | $625K | Sell |
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|
2023
Q2 | $641K | Sell |
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|
2023
Q1 | $799K | Buy |
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|
2022
Q4 | $830K | Buy |
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|
2022
Q3 | $676K | Buy |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $43K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3K | Sell |
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|
2019
Q2 | $13K | Buy |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $3K | Sell |
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|
2018
Q2 | $19K | Sell |
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|
2018
Q1 | $26K | Sell |
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|
2017
Q4 | $95K | Buy |
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