Fiduciary Alliance’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 | $393K | Buy |
+7,506
| New | +$393K | 0.03% | 349 |
|
|
2025
Q1 | – | Sell |
-5,187
| Closed | -$251K | – | 405 |
|
|
2024
Q4 | $251K | Buy |
+5,187
| New | +$251K | 0.03% | 313 |
|
|
2023
Q3 | – | Sell |
-769
| Closed | -$25.9K | – | 965 |
|
|
2023
Q2 | $25.9K | Buy |
+769
| New | +$25.9K | 0.01% | 408 |
|
|
2023
Q1 | – | Sell |
-683
| Closed | -$23.4K | – | 884 |
|
|
2022
Q4 | $23.4K | Buy |
+683
| New | +$23.4K | 0.01% | 297 |
|