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 |
|