Diligent Investors’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
$697K Hold
13,313
0.17% 153
2025
Q1
$663K Buy
13,313
+175
+1% +$8.72K 0.16% 160
2024
Q4
$635K Buy
13,138
+191
+1% +$9.23K 0.15% 171
2024
Q3
$587K Sell
12,947
-34
-0.3% -$1.54K 0.14% 178
2024
Q2
$534K Buy
12,981
+403
+3% +$16.6K 0.13% 176
2024
Q1
$530K Buy
12,578
+132
+1% +$5.56K 0.13% 184
2023
Q4
$468K Sell
12,446
-247
-2% -$9.29K 0.13% 184
2023
Q3
$421K Sell
12,693
-98
-0.8% -$3.25K 0.13% 179
2023
Q2
$431K Buy
12,791
+1
+0% +$34 0.13% 170
2023
Q1
$411K Buy
12,790
+200
+2% +$6.43K 0.13% 172
2022
Q4
$431K Buy
12,590
+250
+2% +$8.55K 0.14% 163
2022
Q3
$375K Hold
12,340
0.13% 161
2022
Q2
$388K Hold
12,340
0.13% 165
2022
Q1
$473K Sell
12,340
-1,580
-11% -$60.6K 0.14% 153
2021
Q4
$544K Sell
13,920
-665
-5% -$26K 0.15% 139
2021
Q3
$535K Hold
14,585
0.18% 121
2021
Q2
$535K Sell
14,585
-46
-0.3% -$1.69K 0.18% 121
2021
Q1
$498K Sell
14,631
-300
-2% -$10.2K 0.18% 129
2020
Q4
$440K Hold
14,931
0.18% 125
2020
Q3
$359K Sell
14,931
-337
-2% -$8.1K 0.16% 129
2020
Q2
$353K Buy
15,268
+4,371
+40% +$101K 0.17% 127
2020
Q1
$227K Sell
10,897
-1,100
-9% -$22.9K 0.14% 139
2019
Q4
$369K Sell
11,997
-1,600
-12% -$49.2K 0.17% 134
2019
Q3
$381K Sell
13,597
-700
-5% -$19.6K 0.19% 136
2019
Q2
$395K Sell
14,297
-700
-5% -$19.3K 0.2% 121
2019
Q1
$386K Sell
14,997
-200
-1% -$5.15K 0.22% 108
2018
Q4
$362K Sell
15,197
-866
-5% -$20.6K 0.24% 107
2018
Q3
$443K Hold
16,063
0.24% 104
2018
Q2
$427K Sell
16,063
-1,055
-6% -$28K 0.26% 104
2018
Q1
$472K Hold
17,118
0.28% 99
2017
Q4
$478K Buy
17,118
+200
+1% +$5.59K 0.3% 94
2017
Q3
$437K Sell
16,918
-1,075
-6% -$27.8K 0.32% 86
2017
Q2
$444K Sell
17,993
-6,000
-25% -$148K 0.31% 81
2017
Q1
$571K Buy
23,993
+2,000
+9% +$47.6K 0.44% 63
2016
Q4
$509K Buy
21,993
+4,500
+26% +$104K 0.4% 70
2016
Q3
$339K Sell
17,493
-2,434
-12% -$47.2K 0.27% 100
2016
Q2
$399K Buy
19,927
+1,031
+5% +$20.6K 0.38% 71
2016
Q1
$373K Hold
18,896
0.41% 74
2015
Q4
$395K Hold
18,896
0.45% 67
2015
Q3
$399K Sell
18,896
-1,253
-6% -$26.5K 0.43% 67
2015
Q2
$442K Hold
20,149
0.46% 67
2015
Q1
$430K Hold
20,149
0.44% 69
2014
Q4
$425K Buy
+20,149
New +$425K 0.43% 71