Gallagher Fiduciary 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 | $1.85M | Buy |
35,296
+311
| +0.9% | +$16.3K | 0.07% | 49 |
|
|
2025
Q1 | $1.74M | Sell |
34,985
-1,488
| -4% | -$74.1K | 0.06% | 63 |
|
|
2024
Q4 | $1.76M | Buy |
36,473
+2,149
| +6% | +$104K | 0.35% | 39 |
|
|
2024
Q3 | $1.56M | Sell |
34,324
-8,952
| -21% | -$406K | 0.32% | 38 |
|
|
2024
Q2 | $1.78M | Buy |
43,276
+3,137
| +8% | +$129K | 0.4% | 30 |
|
|
2024
Q1 | $1.69M | Sell |
40,139
-3,506
| -8% | -$148K | 0.06% | 38 |
|
|
2023
Q4 | $1.64M | Sell |
43,645
-910
| -2% | -$34.2K | 0.06% | 38 |
|
|
2023
Q3 | $1.48M | Buy |
44,555
+1,429
| +3% | +$47.4K | 0.13% | 35 |
|
|
2023
Q2 | $1.45M | Buy |
43,126
+2,199
| +5% | +$74.1K | 0.11% | 44 |
|
|
2023
Q1 | $1.32M | Buy |
+40,927
| New | +$1.32M | 0.11% | 46 |
|