Focus Partners Wealth’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
$46.8M Buy
892,872
+322,474
+57% +$16.9M 0.1% 191
2025
Q1
$28.4M Sell
570,398
-11,861
-2% -$590K 0.07% 262
2024
Q4
$28.1M Buy
582,259
+284,975
+96% +$13.8M 0.07% 249
2024
Q3
$13.5M Sell
297,284
-84,622
-22% -$3.84M 0.04% 349
2024
Q2
$15.7M Buy
381,906
+177,197
+87% +$7.28M 0.05% 280
2024
Q1
$8.62M Buy
204,709
+175,717
+606% +$7.4M 0.07% 236
2023
Q4
$1.09M Buy
+28,992
New +$1.09M 0.01% 438