Ehrlich Financial Group’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 | $487K | Sell |
9,292
-15,996
| -63% | -$838K | 0.32% | 66 |
|
|
2025
Q1 | $1.26M | Buy |
25,288
+18,715
| +285% | +$932K | 0.92% | 36 |
|
|
2024
Q4 | $318K | Buy |
6,573
+1,016
| +18% | +$49.1K | 0.23% | 80 |
|
|
2024
Q3 | $252K | Sell |
5,557
-404
| -7% | -$18.3K | 0.18% | 88 |
|
|
2024
Q2 | $245K | Sell |
5,961
-3,641
| -38% | -$150K | 0.19% | 89 |
|
|
2024
Q1 | $404K | Buy |
9,602
+1,588
| +20% | +$66.9K | 0.34% | 65 |
|
|
2023
Q4 | $301K | Buy |
+8,014
| New | +$301K | 0.3% | 72 |
|