Essex Financial Services’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 | $1.82M | Buy |
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|
2025
Q1 | $1.65M | Buy |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $959K | Sell |
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|
2023
Q1 | $936K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $973K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $752K | Hold |
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|
2021
Q1 | $752K | Buy |
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|
2020
Q4 | $420K | Sell |
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|
2020
Q3 | $412K | Buy |
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|
2020
Q2 | $365K | Sell |
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|
2020
Q1 | $349K | Buy |
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|
2019
Q4 | $401K | Buy |
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|
2019
Q3 | $237K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $345K | Sell |
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|
2018
Q3 | $475K | Sell |
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|
2018
Q2 | $459K | Sell |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $587K | Buy |
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|
2017
Q3 | $459K | Sell |
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|
2017
Q2 | $748K | Buy |
|
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|
2017
Q1 | $615K | Buy |
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|
2016
Q4 | $531K | Buy |
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|
2016
Q3 | $321K | Sell |
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|
2016
Q2 | $380K | Sell |
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|
2016
Q1 | $723K | Buy |
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|
2015
Q4 | $587K | Buy |
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|
2015
Q3 | $505K | Sell |
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|
2015
Q2 | $545K | Sell |
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|
2015
Q1 | $573K | Buy |
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|
2014
Q4 | $534K | Buy |
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|
2014
Q3 | $393K | Sell |
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|
2014
Q2 | $391K | Buy |
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|
2014
Q1 | $369K | Buy |
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|
2013
Q4 | $307K | Buy |
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