Forvis Mazars Wealth 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 | $744K | Buy |
14,211
+1,671
| +13% | +$87.5K | 0.02% | 233 |
|
|
2025
Q1 | $625K | Buy |
12,540
+803
| +7% | +$40K | 0.02% | 252 |
|
|
2024
Q4 | $567K | Hold |
11,737
| – | – | 0.01% | 292 |
|
|
2024
Q3 | $532K | Sell |
11,737
-125
| -1% | -$5.67K | 0.01% | 309 |
|
|
2024
Q2 | $488K | Buy |
11,862
+125
| +1% | +$5.14K | 0.01% | 295 |
|
|
2024
Q1 | $494K | Hold |
11,737
| – | – | 0.01% | 293 |
|
|
2023
Q4 | $441K | Sell |
11,737
-885
| -7% | -$33.3K | 0.01% | 295 |
|
|
2023
Q3 | $419K | Sell |
12,622
-763
| -6% | -$25.3K | 0.01% | 302 |
|
|
2023
Q2 | $451K | Buy |
13,385
+2,156
| +19% | +$72.7K | 0.01% | 304 |
|
|
2023
Q1 | $361K | Buy |
11,229
+324
| +3% | +$10.4K | 0.01% | 308 |
|
|
2022
Q4 | $373K | Buy |
10,905
+11
| +0.1% | +$376 | 0.01% | 295 |
|
|
2022
Q3 | $331K | Sell |
10,894
-767
| -7% | -$23.3K | 0.01% | 307 |
|
|
2022
Q2 | $366K | Sell |
11,661
-1,224
| -9% | -$38.4K | 0.01% | 291 |
|
|
2022
Q1 | $494K | Buy |
+12,885
| New | +$494K | 0.02% | 194 |
|
|
2021
Q2 | – | Sell |
-12,377
| Closed | -$421K | – | 279 |
|
|
2021
Q1 | $421K | Buy |
12,377
+2,137
| +21% | +$72.7K | 0.02% | 185 |
|
|
2020
Q4 | $302K | Buy |
+10,240
| New | +$302K | 0.02% | 288 |
|