Forvis Mazars Wealth Advisors’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
Q3 | $736K | Sell |
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|
2025
Q2 | $744K | Buy |
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|
2025
Q1 | $625K | Buy |
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|
2024
Q4 | $567K | Hold |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $494K | Hold |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $419K | Sell |
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|
2023
Q2 | $451K | Buy |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $494K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $421K | Buy |
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|
2020
Q4 | $302K | Buy |
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