Envestnet Portfolio Solutions’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 | $8.6M | Sell |
164,211
-150,369
| -48% | -$7.87M | 0.03% | 256 |
|
|
2025
Q1 | $15.7M | Sell |
314,580
-337,524
| -52% | -$16.8M | 0.06% | 156 |
|
|
2024
Q4 | $31.5M | Buy |
652,104
+213,107
| +49% | +$10.3M | 0.1% | 100 |
|
|
2024
Q3 | $19.9M | Buy |
438,997
+287,700
| +190% | +$13M | 0.06% | 145 |
|
|
2024
Q2 | $6.22M | Buy |
151,297
+54,725
| +57% | +$2.25M | 0.02% | 325 |
|
|
2024
Q1 | $4.07M | Buy |
96,572
+34,806
| +56% | +$1.47M | 0.02% | 434 |
|
|
2023
Q4 | $2.32M | Buy |
61,766
+17,552
| +40% | +$660K | 0.01% | 550 |
|
|
2023
Q3 | $1.47M | Buy |
+44,214
| New | +$1.47M | 0.01% | 641 |
|