Founders Capital Management (Texas)’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 | $69.7K | Buy |
1,331
+1
| +0.1% | +$52 | 0.04% | 110 |
|
|
2025
Q1 | $66.2K | Buy |
1,330
+2
| +0.2% | +$100 | 0.04% | 113 |
|
|
2024
Q4 | $64.2K | Buy |
1,328
+1
| +0.1% | +$48 | 0.04% | 117 |
|
|
2024
Q3 | $60.1K | Buy |
1,327
+3
| +0.2% | +$136 | 0.04% | 128 |
|
|
2024
Q2 | $54.4K | Buy |
1,324
+380
| +40% | +$15.6K | 0.04% | 131 |
|
|
2024
Q1 | $39.7K | Buy |
944
+71
| +8% | +$2.99K | 0.03% | 156 |
|
|
2023
Q4 | $32.8K | Buy |
873
+1
| +0.1% | +$38 | 0.02% | 182 |
|
|
2023
Q3 | $28.9K | Buy |
872
+1
| +0.1% | +$33 | 0.02% | 190 |
|
|
2023
Q2 | $29.4K | Buy |
871
+1
| +0.1% | +$34 | 0.02% | 193 |
|
|
2023
Q1 | $28K | Buy |
870
+1
| +0.1% | +$32 | 0.02% | 197 |
|
|
2022
Q4 | $30K | Buy |
869
+2
| +0.2% | +$69 | 0.02% | 182 |
|
|
2022
Q3 | $26K | Buy |
867
+1
| +0.1% | +$30 | 0.02% | 190 |
|
|
2022
Q2 | $27K | Buy |
866
+2
| +0.2% | +$62 | 0.02% | 196 |
|
|
2022
Q1 | $34K | Hold |
864
| – | – | 0.02% | 160 |
|
|
2021
Q4 | $34K | Buy |
864
+1
| +0.1% | +$39 | 0.02% | 160 |
|
|
2021
Q3 | $32K | Buy |
863
+1
| +0.1% | +$37 | 0.02% | 162 |
|
|
2021
Q2 | $32K | Buy |
862
+1
| +0.1% | +$37 | 0.02% | 154 |
|
|
2021
Q1 | $29K | Buy |
861
+1
| +0.1% | +$34 | 0.02% | 158 |
|
|
2020
Q4 | $25K | Buy |
+860
| New | +$25K | 0.02% | 171 |
|
|
2020
Q1 | $13K | Hold |
630
| – | – | 0.01% | 192 |
|
|
2019
Q4 | $19K | Hold |
630
| – | – | 0.01% | 185 |
|
|
2019
Q3 | $18K | Sell |
630
-315
| -33% | -$9K | 0.01% | 190 |
|
|
2019
Q2 | $26K | Hold |
945
| – | – | 0.02% | 165 |
|
|
2019
Q1 | $24K | Hold |
945
| – | – | 0.02% | 167 |
|
|
2018
Q4 | $23K | Sell |
945
-1,200
| -56% | -$29.2K | 0.02% | 161 |
|
|
2018
Q3 | $59K | Hold |
2,145
| – | – | 0.05% | 111 |
|
|
2018
Q2 | $57K | Hold |
2,145
| – | – | 0.05% | 111 |
|
|
2018
Q1 | $59K | Hold |
2,145
| – | – | 0.05% | 123 |
|
|
2017
Q4 | $60K | Hold |
2,145
| – | – | 0.05% | 125 |
|
|
2017
Q3 | $55K | Buy |
2,145
+65
| +3% | +$1.67K | 0.05% | 132 |
|
|
2017
Q2 | $51K | Hold |
2,080
| – | – | 0.05% | 136 |
|
|
2017
Q1 | $49K | Buy |
+2,080
| New | +$49K | 0.04% | 136 |
|