Foster Dykema Cabot & Partners’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 | $293K | Hold |
5,594
| – | – | 0.02% | 108 |
|
|
2025
Q1 | $279K | Sell |
5,594
-234
| -4% | -$11.7K | 0.02% | 103 |
|
|
2024
Q4 | $282K | Sell |
5,828
-1
| -0% | -$48 | 0.02% | 111 |
|
|
2024
Q3 | $264K | Sell |
5,829
-6,274
| -52% | -$284K | 0.02% | 107 |
|
|
2024
Q2 | $498K | Sell |
12,103
-444
| -4% | -$18.3K | 0.04% | 62 |
|
|
2024
Q1 | $528K | Sell |
12,547
-359,291
| -97% | -$15.1M | 0.05% | 63 |
|
|
2023
Q4 | $14M | Buy |
+371,838
| New | +$14M | 1.48% | 24 |
|