Founders Financial Securities’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 | $12.8M | Buy |
244,105
+40,493
| +20% | +$2.12M | 0.97% | 23 |
|
|
2025
Q1 | $9.81M | Sell |
203,612
-52,510
| -21% | -$2.53M | 0.83% | 26 |
|
|
2024
Q4 | $12.4M | Buy |
256,122
+47,577
| +23% | +$2.3M | 1.12% | 20 |
|
|
2024
Q3 | $9.45M | Sell |
208,545
-36,534
| -15% | -$1.66M | 0.87% | 31 |
|
|
2024
Q2 | $10.1M | Buy |
245,079
+29,000
| +13% | +$1.19M | 0.95% | 30 |
|
|
2024
Q1 | $9.1M | Buy |
216,079
+56,565
| +35% | +$2.38M | 0.95% | 29 |
|
|
2023
Q4 | $6M | Buy |
159,514
+61,044
| +62% | +$2.3M | 0.67% | 36 |
|
|
2023
Q3 | $3.27M | Buy |
98,470
+25,279
| +35% | +$839K | 0.42% | 59 |
|
|
2023
Q2 | $2.47M | Sell |
73,191
-20,789
| -22% | -$701K | 0.33% | 66 |
|
|
2023
Q1 | $3.02M | Buy |
93,980
+17,949
| +24% | +$577K | 0.44% | 55 |
|
|
2022
Q4 | $2.6M | Buy |
76,031
+44,268
| +139% | +$1.51M | 0.41% | 61 |
|
|
2022
Q3 | $964K | Buy |
31,763
+2,488
| +8% | +$75.5K | 0.17% | 121 |
|
|
2022
Q2 | $921K | Sell |
29,275
-24,640
| -46% | -$775K | 0.18% | 105 |
|
|
2022
Q1 | $2.07M | Buy |
53,915
+16,363
| +44% | +$627K | 0.37% | 66 |
|
|
2021
Q4 | $1.47M | Buy |
37,552
+4,559
| +14% | +$178K | 0.26% | 81 |
|
|
2021
Q3 | $1.24M | Buy |
32,993
+10,291
| +45% | +$386K | 0.25% | 85 |
|
|
2021
Q2 | $833K | Buy |
+22,702
| New | +$833K | 0.17% | 127 |
|
|
2017
Q2 | – | Sell |
-65,906
| Closed | -$1.56M | – | 112 |
|
|
2017
Q1 | $1.56M | Buy |
+65,906
| New | +$1.56M | 0.59% | 36 |
|