Financial Engines Advisors’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 | $1.18M | Buy |
22,464
+15,505
| +223% | +$812K | ﹤0.01% | 278 |
|
|
2025
Q1 | $347K | Sell |
6,959
-3,695
| -35% | -$184K | ﹤0.01% | 357 |
|
|
2024
Q4 | $515K | Buy |
10,654
+2,658
| +33% | +$128K | ﹤0.01% | 325 |
|
|
2024
Q3 | $362K | Sell |
7,996
-896
| -10% | -$40.6K | ﹤0.01% | 311 |
|
|
2024
Q2 | $366K | Buy |
+8,892
| New | +$366K | ﹤0.01% | 287 |
|
|
2024
Q1 | – | Sell |
-10,491
| Closed | -$394K | – | 365 |
|
|
2023
Q4 | $394K | Buy |
10,491
+2,844
| +37% | +$107K | ﹤0.01% | 248 |
|
|
2023
Q3 | $254K | Sell |
7,647
-4,574
| -37% | -$152K | ﹤0.01% | 255 |
|
|
2023
Q2 | $412K | Sell |
12,221
-904
| -7% | -$30.5K | ﹤0.01% | 221 |
|
|
2023
Q1 | $422K | Sell |
13,125
-13,547
| -51% | -$436K | ﹤0.01% | 221 |
|
|
2022
Q4 | $912K | Sell |
26,672
-41,842
| -61% | -$1.43M | ﹤0.01% | 177 |
|
|
2022
Q3 | $2.08M | Sell |
68,514
-16,529
| -19% | -$502K | 0.01% | 119 |
|
|
2022
Q2 | $2.67M | Sell |
85,043
-1,992
| -2% | -$62.6K | 0.01% | 106 |
|
|
2022
Q1 | $3.34M | Buy |
+87,035
| New | +$3.34M | 0.01% | 95 |
|
|
2021
Q3 | – | Sell |
-7,314
| Closed | -$268K | – | 287 |
|
|
2021
Q2 | $268K | Sell |
7,314
-789
| -10% | -$28.9K | ﹤0.01% | 188 |
|
|
2021
Q1 | $276K | Buy |
8,103
+261
| +3% | +$8.89K | ﹤0.01% | 224 |
|
|
2020
Q4 | $231K | Buy |
+7,842
| New | +$231K | ﹤0.01% | 238 |
|
|
2018
Q4 | – | Sell |
-156
| Closed | -$4K | – | 182 |
|
|
2018
Q3 | $4K | Sell |
156
-159
| -50% | -$4.08K | ﹤0.01% | 131 |
|
|
2018
Q2 | $8K | Sell |
315
-310
| -50% | -$7.87K | ﹤0.01% | 100 |
|
|
2018
Q1 | $17K | Buy |
+625
| New | +$17K | ﹤0.01% | 87 |
|