Dakota Wealth Management’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 | $40.4M | Sell |
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|
2025
Q2 | $40.2M | Sell |
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|
2025
Q1 | $38.9M | Sell |
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|
2024
Q4 | $38.2M | Sell |
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|
2024
Q3 | $36.2M | Buy |
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|
2024
Q2 | $29.4M | Sell |
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|
2024
Q1 | $30.8M | Buy |
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|
2023
Q4 | $16.1M | Buy |
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|
2023
Q3 | $13.9M | Buy |
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|
2023
Q2 | $14M | Buy |
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|
2023
Q1 | $2.54M | Buy |
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $2.44M | Buy |
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|
2022
Q2 | $983K | Sell |
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|
2022
Q1 | $6.13M | Buy |
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|
2021
Q4 | $5.97M | Buy |
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|
2021
Q3 | $5.58M | Buy |
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|
2021
Q2 | $5.34M | Buy |
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|
2021
Q1 | $4.2M | Buy |
|