Financial Perspectives’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 | $88K | Hold |
1,681
| – | – | 0.03% | 241 |
|
|
2025
Q1 | $83.7K | Hold |
1,681
| – | – | 0.03% | 234 |
|
|
2024
Q4 | $81.2K | Hold |
1,681
| – | – | 0.03% | 249 |
|
|
2024
Q3 | $76.2K | Hold |
1,681
| – | – | 0.03% | 246 |
|
|
2024
Q2 | $69.1K | Hold |
1,681
| – | – | 0.03% | 239 |
|
|
2024
Q1 | $70.8K | Hold |
1,681
| – | – | 0.03% | 244 |
|
|
2023
Q4 | $63.2K | Hold |
1,681
| – | – | 0.03% | 250 |
|
|
2023
Q3 | $55.8K | Hold |
1,681
| – | – | 0.03% | 247 |
|
|
2023
Q2 | $56.7K | Buy |
1,681
+239
| +17% | +$8.06K | 0.02% | 246 |
|
|
2023
Q1 | $46.4K | Hold |
1,442
| – | – | 0.02% | 266 |
|
|
2022
Q4 | $49.3K | Hold |
1,442
| – | – | 0.03% | 250 |
|
|
2022
Q3 | $43.8K | Sell |
1,442
-202
| -12% | -$6.13K | 0.02% | 249 |
|
|
2022
Q2 | $51.7K | Buy |
1,644
+1
| +0.1% | +$31 | 0.03% | 234 |
|
|
2022
Q1 | $63K | Buy |
1,643
+201
| +14% | +$7.7K | 0.03% | 232 |
|
|
2021
Q4 | $56.3K | Hold |
1,442
| – | – | 0.03% | 229 |
|
|
2021
Q3 | $54.1K | Sell |
1,442
-134
| -9% | -$5.03K | 0.03% | 231 |
|
|
2021
Q2 | $57.8K | Sell |
1,576
-45,107
| -97% | -$1.65M | 0.03% | 241 |
|
|
2021
Q1 | $1.37M | Buy |
46,683
+45,004
| +2,680% | +$1.32M | 0.07% | 176 |
|
|
2020
Q4 | $49.5K | Buy |
1,679
+466
| +38% | +$13.7K | 0.03% | 230 |
|
|
2020
Q3 | $29.2K | Hold |
1,213
| – | – | 0.02% | 243 |
|
|
2020
Q2 | $28.1K | Buy |
1,213
+136
| +13% | +$3.15K | 0.02% | 233 |
|
|
2020
Q1 | $22.4K | Buy |
1,077
+6
| +0.6% | +$125 | 0.02% | 228 |
|
|
2019
Q4 | $33K | Buy |
+1,071
| New | +$33K | 0.02% | 211 |
|