CSM 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 | $36.1M | Sell |
688,900
-688,900
| -50% | -$36.1M | 1.05% | 17 |
|
|
2025
Q1 | $68.6M | Hold |
1,377,800
| – | – | 3.74% | 7 |
|
|
2024
Q4 | $66.6M | Buy |
1,377,800
+688,900
| +100% | +$33.3M | 3.11% | 7 |
|
|
2024
Q3 | $31.2M | Hold |
688,900
| – | – | 2.03% | 8 |
|
|
2024
Q2 | $28.3M | Hold |
688,900
| – | – | 2% | 11 |
|
|
2024
Q1 | $29M | Hold |
688,900
| – | – | 1.91% | 11 |
|
|
2023
Q4 | $25.9M | Buy |
+688,900
| New | +$25.9M | 1.87% | 12 |
|
|
2022
Q1 | – | Sell |
-744,317
| Closed | -$29.1M | – | 158 |
|
|
2021
Q4 | $29.1M | Buy |
+744,317
| New | +$29.1M | 1.92% | 13 |
|