Financial & Tax Architects’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 | $1.03M | Buy |
19,649
+2,298
| +13% | +$120K | 0.25% | 57 |
|
|
2025
Q1 | $864K | Buy |
17,351
+2,088
| +14% | +$104K | 0.22% | 61 |
|
|
2024
Q4 | $738K | Buy |
15,263
+115
| +0.8% | +$5.56K | 0.19% | 62 |
|
|
2024
Q3 | $687K | Sell |
15,148
-1,228
| -7% | -$55.7K | 0.18% | 58 |
|
|
2024
Q2 | $673K | Sell |
16,376
-635
| -4% | -$26.1K | 0.18% | 61 |
|
|
2024
Q1 | $717K | Sell |
17,011
-1,839
| -10% | -$77.5K | 0.2% | 59 |
|
|
2023
Q4 | $709K | Sell |
18,850
-4,203
| -18% | -$158K | 0.21% | 60 |
|
|
2023
Q3 | $765K | Buy |
+23,053
| New | +$765K | 0.24% | 56 |
|
|
2023
Q2 | – | Sell |
-27,167
| Closed | -$873K | – | 91 |
|
|
2023
Q1 | $873K | Sell |
27,167
-9,240
| -25% | -$297K | 0.29% | 51 |
|
|
2022
Q4 | $1.29M | Buy |
+36,407
| New | +$1.29M | 0.44% | 44 |
|
|
2022
Q2 | – | Sell |
-38,846
| Closed | -$1.49M | – | 98 |
|
|
2022
Q1 | $1.49M | Buy |
38,846
+7,116
| +22% | +$273K | 0.56% | 50 |
|
|
2021
Q4 | $1.24M | Buy |
31,730
+5,718
| +22% | +$223K | 0.51% | 57 |
|
|
2021
Q3 | $976K | Buy |
26,012
+6,543
| +34% | +$246K | 0.44% | 50 |
|
|
2021
Q2 | $714K | Buy |
19,469
+2,878
| +17% | +$106K | 0.35% | 66 |
|
|
2021
Q1 | $565K | Buy |
+16,591
| New | +$565K | 0.32% | 56 |
|