Empirical Wealth 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
Q2 | $378K | Sell |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $239K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $531K | Buy |
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|
2021
Q3 | $431K | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Sell |
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|
2019
Q3 | $241K | Buy |
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