FSA
Financial Services Advisory’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
+56,160
| New | +$2.94M | 1.42% | 18 |
|
|
2024
Q3 | – | Sell |
-22,338
| Closed | -$918K | – | 67 |
|
|
2024
Q2 | $918K | Buy |
22,338
+88
| +0.4% | +$3.62K | 0.25% | 37 |
|
|
2024
Q1 | $937K | Sell |
22,250
-1,020
| -4% | -$43K | 0.23% | 42 |
|
|
2023
Q4 | $875K | Sell |
23,270
-1,225
| -5% | -$46.1K | 0.25% | 43 |
|
|
2023
Q3 | $812K | Buy |
+24,495
| New | +$812K | 0.4% | 29 |
|
|
2018
Q2 | – | Sell |
-266,314
| Closed | -$7.34M | – | 27 |
|
|
2018
Q1 | $7.34M | Sell |
266,314
-4,226
| -2% | -$117K | 7.83% | 4 |
|
|
2017
Q4 | $7.55M | Buy |
+270,540
| New | +$7.55M | 5.56% | 8 |
|