Donaldson Capital 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 | $884K | Buy |
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|
2025
Q2 | $803K | Buy |
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|
2025
Q1 | $763K | Buy |
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|
2024
Q4 | $680K | Buy |
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|
2024
Q3 | $211K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $3.51M | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $419K | Buy |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $398K | Sell |
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|
2021
Q2 | $455K | Sell |
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|
2021
Q1 | $532K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $456K | Sell |
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|
2019
Q3 | $423K | Sell |
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|
2019
Q2 | $467K | Sell |
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|
2019
Q1 | $621K | Sell |
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|
2018
Q4 | $622K | Buy |
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|
2018
Q3 | $297K | Sell |
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|
2018
Q2 | $287K | Buy |
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|
2018
Q1 | $294K | Buy |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $253K | Buy |
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|
2017
Q2 | $226K | Sell |
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|
2017
Q1 | $222K | Sell |
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|
2016
Q4 | $475K | Buy |
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|
2016
Q3 | $200K | Sell |
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|
2016
Q2 | $342K | Sell |
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|
2016
Q1 | $574K | Sell |
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|
2015
Q4 | $916K | Sell |
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|
2015
Q3 | $1M | Buy |
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|
2015
Q2 | $847K | Buy |
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|
2015
Q1 | $775K | Sell |
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|
2014
Q4 | $1.01M | Buy |
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|
2014
Q3 | $247K | Buy |
|