Exencial Wealth Advisors’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
Q3 | $902K | Hold |
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|
2025
Q2 | $877K | Sell |
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|
2025
Q1 | $957K | Sell |
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|
2024
Q4 | $929K | Sell |
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|
2024
Q3 | $891K | Sell |
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|
2024
Q2 | $984K | Buy |
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|
2024
Q1 | $400K | Buy |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $332K | Buy |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $237K | Sell |
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|
2020
Q2 | $468K | Buy |
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|
2020
Q1 | $412K | Sell |
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|
2019
Q4 | $628K | Buy |
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|
2019
Q3 | $553K | Buy |
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|
2019
Q2 | $538K | Sell |
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|
2019
Q1 | $571K | Sell |
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|
2018
Q4 | $614K | Sell |
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|
2018
Q3 | $940K | Sell |
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|
2018
Q2 | $1M | Sell |
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|
2018
Q1 | $1.04M | Buy |
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|
2017
Q4 | $974K | Buy |
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|
2017
Q3 | $844K | Sell |
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|
2017
Q2 | $821K | Buy |
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|
2017
Q1 | $750K | Buy |
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|
2016
Q4 | $477K | Buy |
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|
2016
Q3 | $326K | Buy |
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|
2016
Q2 | $313K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $347K | Sell |
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|
2014
Q4 | $373K | Sell |
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|
2014
Q3 | $379K | Buy |
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|
2014
Q2 | $371K | Buy |
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|
2014
Q1 | $316K | Buy |
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|
2013
Q4 | $312K | Sell |
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|
2013
Q3 | $305K | Buy |
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|
2013
Q2 | $304K | Buy |
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