First Business Financial Services’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
$1.26M Hold
24,095
0.11% 73
2025
Q1
$1.2M Hold
24,095
0.12% 74
2024
Q4
$1.16M Hold
24,095
0.12% 78
2024
Q3
$1.09M Hold
24,095
0.11% 76
2024
Q2
$991K Hold
24,095
0.11% 77
2024
Q1
$1.01M Hold
24,095
0.11% 75
2023
Q4
$906K Sell
24,095
-589
-2% -$22.1K 0.11% 79
2023
Q3
$819K Hold
24,684
0.1% 85
2023
Q2
$832K Buy
24,684
+650
+3% +$21.9K 0.1% 84
2023
Q1
$773K Sell
24,034
-4,805
-17% -$154K 0.1% 85
2022
Q4
$986K Buy
28,839
+12,547
+77% +$429K 0.13% 74
2022
Q3
$888K Sell
16,292
-12,947
-44% -$706K 0.13% 75
2022
Q2
$920K Sell
29,239
-1,281
-4% -$40.3K 0.12% 71
2022
Q1
$1.17M Buy
30,520
+7,031
+30% +$270K 0.13% 72
2021
Q4
$917K Hold
23,489
0.1% 80
2021
Q3
$882K Hold
23,489
0.1% 77
2021
Q2
$862K Hold
23,489
0.1% 73
2021
Q1
$800K Sell
23,489
-58
-0.2% -$1.98K 0.11% 71
2020
Q4
$694K Hold
23,547
0.1% 70
2020
Q3
$567K Hold
23,547
0.09% 67
2020
Q2
$545K Buy
23,547
+10,900
+86% +$252K 0.1% 67
2020
Q1
$263K Buy
+12,647
New +$263K 0.05% 97
2018
Q4
Sell
-827,538
Closed -$22.8M 158
2018
Q3
$22.8M Buy
827,538
+2,581
+0.3% +$71.2K 3.6% 8
2018
Q2
$21.9M Buy
824,957
+24,204
+3% +$644K 3.93% 7
2018
Q1
$22.1M Sell
800,753
-19,857
-2% -$547K 4.1% 6
2017
Q4
$22.9M Buy
820,610
+33,160
+4% +$925K 4.2% 8
2017
Q3
$20.4M Buy
787,450
+23,237
+3% +$601K 4.05% 8
2017
Q2
$18.9M Buy
764,213
+13,815
+2% +$341K 3.87% 8
2017
Q1
$17.8M Buy
750,398
+448,056
+148% +$10.6M 3.75% 8
2016
Q4
$7.03M Buy
+302,342
New +$7.03M 1.63% 13
2014
Q1
Sell
-22,071
Closed -$424K 74
2013
Q4
$424K Sell
22,071
-12,362
-36% -$237K 0.18% 18
2013
Q3
$602K Sell
34,433
-189,327
-85% -$3.31M 0.32% 15
2013
Q2
$3.82M Buy
+223,760
New +$3.82M 2.24% 10