Davies Financial 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 | $748K | Sell |
14,285
-8,709
| -38% | -$456K | 0.58% | 36 |
|
|
2025
Q1 | $1.15M | Sell |
22,994
-397
| -2% | -$19.8K | 0.98% | 21 |
|
|
2024
Q4 | $1.13M | Sell |
23,391
-258
| -1% | -$12.5K | 0.96% | 21 |
|
|
2024
Q3 | $1.07M | Sell |
23,649
-400
| -2% | -$18.1K | 0.94% | 25 |
|
|
2024
Q2 | $989K | Buy |
24,049
+1,623
| +7% | +$66.7K | 0.92% | 25 |
|
|
2024
Q1 | $945K | Buy |
+22,426
| New | +$945K | 0.96% | 24 |
|