Empirical Wealth Management’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 | $378K | Sell |
7,223
-1,267
| -15% | -$66.4K | 0.01% | 472 |
|
|
2025
Q1 | $423K | Sell |
8,490
-2,345
| -22% | -$117K | 0.01% | 433 |
|
|
2024
Q4 | $524K | Buy |
10,835
+5,211
| +93% | +$252K | 0.01% | 378 |
|
|
2024
Q3 | $255K | Sell |
5,624
-199
| -3% | -$9.02K | 0.01% | 488 |
|
|
2024
Q2 | $239K | Buy |
+5,823
| New | +$239K | 0.01% | 495 |
|
|
2023
Q3 | – | Sell |
-7,022
| Closed | -$237K | – | 494 |
|
|
2023
Q2 | $237K | Sell |
7,022
-30,303
| -81% | -$1.02M | 0.01% | 410 |
|
|
2023
Q1 | $1.2M | Buy |
+37,325
| New | +$1.2M | 0.05% | 190 |
|
|
2022
Q4 | – | Sell |
-7,712
| Closed | -$234K | – | 477 |
|
|
2022
Q3 | $234K | Hold |
7,712
| – | – | 0.01% | 418 |
|
|
2022
Q2 | $243K | Sell |
7,712
-2,116
| -22% | -$66.7K | 0.01% | 412 |
|
|
2022
Q1 | $377K | Sell |
9,828
-3,769
| -28% | -$145K | 0.02% | 365 |
|
|
2021
Q4 | $531K | Buy |
13,597
+2,117
| +18% | +$82.7K | 0.03% | 334 |
|
|
2021
Q3 | $431K | Sell |
11,480
-17,563
| -60% | -$659K | 0.02% | 330 |
|
|
2021
Q2 | $1.07M | Buy |
29,043
+23,038
| +384% | +$846K | 0.06% | 177 |
|
|
2021
Q1 | $204K | Buy |
+6,005
| New | +$204K | 0.02% | 371 |
|
|
2020
Q1 | – | Sell |
-6,696
| Closed | -$206K | – | 353 |
|
|
2019
Q4 | $206K | Sell |
6,696
-1,905
| -22% | -$58.6K | 0.02% | 307 |
|
|
2019
Q3 | $241K | Buy |
+8,601
| New | +$241K | 0.03% | 253 |
|