Cumberland Partners’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 | $558K | Buy |
10,660
+379
| +4% | +$19.8K | 0.04% | 148 |
|
|
2025
Q1 | $512K | Sell |
10,281
-1,870
| -15% | -$93.1K | 0.04% | 150 |
|
|
2024
Q4 | $587K | Buy |
12,151
+270
| +2% | +$13K | 0.04% | 143 |
|
|
2024
Q3 | $538K | Buy |
11,881
+349
| +3% | +$15.8K | 0.04% | 150 |
|
|
2024
Q2 | $474K | Buy |
+11,532
| New | +$474K | 0.03% | 153 |
|
|
2022
Q2 | – | Sell |
-12,593
| Closed | -$483K | – | 187 |
|
|
2022
Q1 | $483K | Sell |
12,593
-11,159
| -47% | -$428K | 0.04% | 147 |
|
|
2021
Q4 | $927K | Buy |
23,752
+12,273
| +107% | +$479K | 0.07% | 134 |
|
|
2021
Q3 | $430K | Buy |
+11,479
| New | +$430K | 0.04% | 164 |
|