Fortis Capital Advisors’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 | $615K | Sell |
11,747
-47,287
| -80% | -$2.48M | 0.11% | 143 |
|
|
2025
Q1 | $2.94M | Buy |
59,034
+52,034
| +743% | +$2.59M | 0.6% | 25 |
|
|
2024
Q4 | $320K | Sell |
7,000
-7,838
| -53% | -$359K | 0.11% | 142 |
|
|
2024
Q3 | $672K | Buy |
+14,838
| New | +$672K | 0.22% | 82 |
|
|
2023
Q2 | – | Sell |
-2,335
| Closed | -$75.1K | – | 627 |
|
|
2023
Q1 | $75.1K | Sell |
2,335
-1,727
| -43% | -$55.5K | 0.04% | 228 |
|
|
2022
Q4 | $139K | Buy |
+4,062
| New | +$139K | 0.08% | 155 |
|