First Wilshire Securities Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Hold |
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|
2025
Q1 | $595K | Hold |
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|
2024
Q4 | $578K | Hold |
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|
2024
Q3 | $542K | Hold |
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|
2024
Q2 | $491K | Hold |
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|
2024
Q1 | $503K | Sell |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $426K | Hold |
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|
2023
Q1 | $406K | Hold |
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|
2022
Q4 | $432K | Hold |
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|
2022
Q3 | $383K | Hold |
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|
2022
Q2 | $397K | Hold |
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|
2022
Q1 | $484K | Hold |
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|
2021
Q4 | $493K | Hold |
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|
2021
Q3 | $474K | Buy |
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|
2021
Q2 | $452K | Buy |
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|
2021
Q1 | $412K | Sell |
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|
2020
Q4 | $404K | Hold |
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|
2020
Q3 | $330K | Buy |
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|
2020
Q2 | $287K | Hold |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $386K | Hold |
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|
2019
Q3 | $351K | Hold |
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|
2019
Q2 | $346K | Hold |
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|
2019
Q1 | $323K | Hold |
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|
2018
Q4 | $299K | Hold |
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|
2018
Q3 | $346K | Sell |
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|
2018
Q2 | $352K | Hold |
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|
2018
Q1 | $365K | Buy |
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|
2017
Q4 | $235K | Buy |
|