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 |
|