Diversify Advisory Services’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
$2.21M Buy
42,105
+6,208
+17% +$326K 0.08% 175
2025
Q1
$1.75M Sell
35,897
-10,909
-23% -$531K 0.11% 134
2024
Q4
$2.21M Sell
46,806
-848
-2% -$40.1K 0.12% 116
2024
Q3
$2.25M Buy
47,654
+3,347
+8% +$158K 0.12% 152
2024
Q2
$1.85M Buy
44,307
+13,843
+45% +$578K 0.1% 167
2024
Q1
$1.28M Buy
+30,464
New +$1.28M 0.08% 205