Garden State Investment Advisory Services’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 | $2.27M | Buy |
43,401
+5,552
| +15% | +$291K | 0.57% | 43 |
|
|
2025
Q1 | $1.89M | Buy |
37,849
+4,405
| +13% | +$219K | 0.6% | 49 |
|
|
2024
Q4 | $1.62M | Buy |
33,444
+4,684
| +16% | +$226K | 0.48% | 47 |
|
|
2024
Q3 | $1.3M | Buy |
28,760
+20,272
| +239% | +$919K | 0.42% | 51 |
|
|
2024
Q2 | $349K | Buy |
8,488
+32
| +0.4% | +$1.32K | 0.12% | 150 |
|
|
2024
Q1 | $355K | Buy |
+8,456
| New | +$355K | 0.13% | 145 |
|
|
2023
Q2 | – | Sell |
-11,807
| Closed | -$380K | – | 241 |
|
|
2023
Q1 | $380K | Sell |
11,807
-484
| -4% | -$15.6K | 0.16% | 108 |
|
|
2022
Q4 | $420K | Buy |
+12,291
| New | +$420K | 0.25% | 96 |
|