Estate Counselors’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 | $1.75M | Sell |
33,487
-77,440
| -70% | -$4.06M | 0.17% | 55 |
|
|
2025
Q1 | $5.53M | Sell |
110,927
-6,441
| -5% | -$321K | 0.57% | 22 |
|
|
2024
Q4 | $5.67M | Buy |
117,368
+4,280
| +4% | +$207K | 0.61% | 23 |
|
|
2024
Q3 | $5.13M | Sell |
113,088
-982
| -0.9% | -$44.5K | 0.53% | 26 |
|
|
2024
Q2 | $4.69M | Buy |
114,070
+41,340
| +57% | +$1.7M | 0.51% | 24 |
|
|
2024
Q1 | $3.06M | Sell |
72,730
-6,605
| -8% | -$278K | 0.35% | 26 |
|
|
2023
Q4 | $2.98M | Buy |
79,335
+28,475
| +56% | +$1.07M | 0.37% | 46 |
|
|
2023
Q3 | $1.69M | Buy |
50,860
+20,320
| +67% | +$674K | 0.22% | 51 |
|
|
2023
Q2 | $1.03M | Buy |
30,540
+2,175
| +8% | +$73.3K | 0.13% | 107 |
|
|
2023
Q1 | $912K | Sell |
28,365
-10,916
| -28% | -$351K | 0.12% | 103 |
|
|
2022
Q4 | $1.34M | Buy |
39,281
+12,835
| +49% | +$439K | 0.19% | 75 |
|
|
2022
Q3 | $802K | Sell |
26,446
-23,365
| -47% | -$709K | 0.12% | 99 |
|
|
2022
Q2 | $1.57M | Buy |
49,811
+4,595
| +10% | +$144K | 0.23% | 53 |
|
|
2022
Q1 | $1.73M | Buy |
45,216
+2,350
| +5% | +$90K | 0.23% | 58 |
|
|
2021
Q4 | $1.67M | Sell |
42,866
-5,459
| -11% | -$213K | 0.2% | 55 |
|
|
2021
Q3 | $1.81M | Sell |
48,325
-83,160
| -63% | -$3.12M | 0.23% | 53 |
|
|
2021
Q2 | $4.82M | Buy |
131,485
+38,745
| +42% | +$1.42M | 0.63% | 43 |
|
|
2021
Q1 | $3.16M | Buy |
92,740
+82,820
| +835% | +$2.82M | 0.46% | 51 |
|
|
2020
Q4 | $292K | Sell |
9,920
-3,930
| -28% | -$116K | 0.04% | 97 |
|
|
2020
Q3 | $333K | Buy |
13,850
+3,000
| +28% | +$72.1K | 0.05% | 112 |
|
|
2020
Q2 | $251K | Sell |
10,850
-3,600
| -25% | -$83.3K | 0.04% | 119 |
|
|
2020
Q1 | $301K | Sell |
14,450
-382,950
| -96% | -$7.98M | 0.05% | 116 |
|
|
2019
Q4 | $12.2M | Sell |
397,400
-6,500
| -2% | -$200K | 1.8% | 21 |
|
|
2019
Q3 | $11.3M | Sell |
403,900
-4,700
| -1% | -$132K | 1.74% | 22 |
|
|
2019
Q2 | $11.3M | Buy |
+408,600
| New | +$11.3M | 1.76% | 23 |
|
|
2019
Q1 | – | Sell |
-552,780
| Closed | -$13.2M | – | 73 |
|
|
2018
Q4 | $13.2M | Sell |
552,780
-21,770
| -4% | -$519K | 2.66% | 11 |
|
|
2018
Q3 | $15.8M | Sell |
574,550
-168,320
| -23% | -$4.64M | 2.87% | 9 |
|
|
2018
Q2 | $19.8M | Sell |
742,870
-6,890
| -0.9% | -$183K | 3.74% | 6 |
|
|
2018
Q1 | $20.7M | Sell |
749,760
-42,130
| -5% | -$1.16M | 3.84% | 8 |
|
|
2017
Q4 | $22.1M | Sell |
791,890
-41,770
| -5% | -$1.17M | 4.42% | 4 |
|
|
2017
Q3 | $21.6M | Buy |
833,660
+55,950
| +7% | +$1.45M | 4.29% | 4 |
|
|
2017
Q2 | $19.2M | Sell |
777,710
-23,000
| -3% | -$567K | 4.35% | 5 |
|
|
2017
Q1 | $19M | Buy |
800,710
+439,890
| +122% | +$10.4M | 4.93% | 4 |
|
|
2016
Q4 | $8.39M | Buy |
360,820
+132,320
| +58% | +$3.08M | 2.32% | 13 |
|
|
2016
Q3 | $4.41M | Sell |
228,500
-27,181
| -11% | -$525K | 1.71% | 25 |
|
|
2016
Q2 | $5.13M | Buy |
255,681
+6,379
| +3% | +$128K | 2.04% | 20 |
|
|
2016
Q1 | $4.92M | Buy |
+249,302
| New | +$4.92M | 2.17% | 17 |
|