EPM
Elm Partners Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
24,820
+11,543
| +87% | +$605K | 0.08% | 47 |
|
|
2025
Q1 | $661K | Sell |
13,277
-9,434
| -42% | -$470K | 0.04% | 44 |
|
|
2024
Q4 | $1.1M | Buy |
22,711
+12,059
| +113% | +$583K | 0.08% | 39 |
|
|
2024
Q3 | $483K | Hold |
10,652
| – | – | 0.03% | 49 |
|
|
2024
Q2 | $438K | Buy |
10,652
+5,788
| +119% | +$238K | 0.03% | 50 |
|
|
2024
Q1 | $205K | Buy |
+4,864
| New | +$205K | 0.02% | 61 |
|