Financial Advocates Investment Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Financial Advocates Investment Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.04M	Sell	38,968 -16,551	-30%	-$867K	0.17%	123
2025 Q1	$2.77M	Sell	55,519 -17,227	-24%	-$858K	0.19%	123
2024 Q4	$3.52M	Buy	72,746 +16,980	+30%	+$821K	0.2%	113
2024 Q3	$2.53M	Buy	55,766 +25,792	+86%	+$1.17M	0.14%	155
2024 Q2	$1.23M	Sell	29,974 -81,523	-73%	-$3.35M	0.08%	245
2024 Q1	$4.57M	Buy	111,497 +46,315	+71%	+$1.9M	0.26%	90
2023 Q4	$2.59M	Sell	65,182 -7,403	-10%	-$294K	0.17%	133
2023 Q3	$3.32M	Buy	72,585 +14,720	+25%	+$674K	0.24%	106
2023 Q2	$1.95M	Buy	57,865 +3,712	+7%	+$125K	0.14%	167
2023 Q1	$1.74M	Buy	54,153 +745	+1%	+$24K	0.13%	184
2022 Q4	$1.83M	Buy	53,408 +1,884	+4%	+$64.4K	0.14%	176
2022 Q3	$1.57M	Sell	51,524 -3,442	-6%	-$105K	0.13%	177
2022 Q2	$1.73M	Sell	54,966 -1,065	-2%	-$33.5K	0.14%	177
2022 Q1	$2.15M	Sell	56,031 -23,113	-29%	-$886K	0.14%	179
2021 Q4	$3.09M	Buy	79,144 +9,765	+14%	+$381K	0.19%	121
2021 Q3	$2.6M	Buy	69,379 +13,279	+24%	+$498K	0.18%	140
2021 Q2	$2.06M	Buy	56,100 +2,775	+5%	+$102K	0.14%	171
2021 Q1	$1.82M	Sell	53,325 -6,244	-10%	-$213K	0.13%	187
2020 Q4	$4.8M	Buy	59,569 +25,022	+72%	+$2.02M	0.33%	68
2020 Q3	$831K	Sell	34,547 -22,582	-40%	-$543K	0.07%	272
2020 Q2	$2.2M	Buy	57,129 +15,645	+38%	+$602K	0.21%	109
2020 Q1	$864K	Sell	41,484 -48,777	-54%	-$1.02M	0.12%	196
2019 Q4	$2.78M	Buy	90,261 +51,775	+135%	+$1.59M	0.3%	89
2019 Q3	$1.08M	Sell	38,486 -4,289	-10%	-$120K	0.12%	176
2019 Q2	$1.18M	Sell	42,775 -4,216	-9%	-$116K	0.14%	166
2019 Q1	$1.21M	Sell	46,991 -35,424	-43%	-$911K	0.15%	157
2018 Q4	$1.96M	Buy	82,415 +12,914	+19%	+$308K	0.27%	102
2018 Q3	$1.92M	Buy	69,501 +5,026	+8%	+$139K	0.21%	111
2018 Q2	$1.72M	Buy	64,475 +7,931	+14%	+$212K	0.21%	114
2018 Q1	$1.56M	Buy	56,544 +10,409	+23%	+$287K	0.2%	114
2017 Q4	$1.29M	Buy	+46,135	New	+$1.29M	0.18%	126