Crewe Advisors’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 | $378K | Hold |
7,217
| – | – | 0.05% | 110 |
|
|
2025
Q1 | $359K | Sell |
7,217
-7,200
| -50% | -$359K | 0.05% | 101 |
|
|
2024
Q4 | $697K | Sell |
14,417
-270
| -2% | -$13K | 0.1% | 66 |
|
|
2024
Q3 | $666K | Buy |
14,687
+8,531
| +139% | +$387K | 0.08% | 70 |
|
|
2024
Q2 | $253K | Sell |
6,156
-1,954
| -24% | -$80.3K | 0.03% | 153 |
|
|
2024
Q1 | $342K | Sell |
8,110
-10,730
| -57% | -$452K | 0.04% | 127 |
|
|
2023
Q4 | $708K | Hold |
18,840
| – | – | 0.11% | 44 |
|
|
2023
Q3 | $625K | Sell |
18,840
-188
| -1% | -$6.24K | 0.11% | 43 |
|
|
2023
Q2 | $641K | Sell |
19,028
-5,829
| -23% | -$196K | 0.09% | 69 |
|
|
2023
Q1 | $799K | Buy |
24,857
+600
| +2% | +$19.3K | 0.12% | 56 |
|
|
2022
Q4 | $830K | Buy |
24,257
+2,007
| +9% | +$68.6K | 0.13% | 56 |
|
|
2022
Q3 | $676K | Buy |
22,250
+9,126
| +70% | +$277K | 0.12% | 58 |
|
|
2022
Q2 | $413K | Buy |
13,124
+12,450
| +1,847% | +$392K | 0.09% | 68 |
|
|
2022
Q1 | $26K | Sell |
674
-417
| -38% | -$16.1K | 0.01% | 281 |
|
|
2021
Q4 | $43K | Buy |
+1,091
| New | +$43K | 0.01% | 202 |
|
|
2021
Q3 | – | Sell |
-51
| Closed | -$2K | – | 472 |
|
|
2021
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 420 |
|
|
2021
Q1 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 421 |
|
|
2019
Q4 | – | Sell |
-91
| Closed | -$3K | – | 282 |
|
|
2019
Q3 | $3K | Sell |
91
-363
| -80% | -$12K | ﹤0.01% | 206 |
|
|
2019
Q2 | $13K | Buy |
454
+363
| +399% | +$10.4K | ﹤0.01% | 205 |
|
|
2019
Q1 | $2K | Hold |
91
| – | – | ﹤0.01% | 221 |
|
|
2018
Q4 | $2K | Hold |
91
| – | – | ﹤0.01% | 222 |
|
|
2018
Q3 | $3K | Sell |
91
-636
| -87% | -$21K | ﹤0.01% | 226 |
|
|
2018
Q2 | $19K | Sell |
727
-225
| -24% | -$5.88K | 0.02% | 182 |
|
|
2018
Q1 | $26K | Sell |
952
-2,441
| -72% | -$66.7K | 0.03% | 169 |
|
|
2017
Q4 | $95K | Buy |
+3,393
| New | +$95K | 0.09% | 78 |
|