Gradient Investments’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $44.2M | Buy |
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|
2025
Q2 | $362K | Buy |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $128K | Buy |
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|
2022
Q4 | $21.2K | Buy |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $18K | Sell |
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|
2022
Q1 | $31K | Sell |
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|
2021
Q4 | $39K | Buy |
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|
2021
Q3 | $36K | Sell |
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|
2021
Q2 | $41K | Buy |
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|
2021
Q1 | $33K | Buy |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $21K | Buy |
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|
2020
Q1 | $5K | Sell |
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|
2019
Q4 | $21K | Sell |
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|
2019
Q3 | $57K | Buy |
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|
2019
Q2 | $38K | Sell |
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|
2019
Q1 | $40K | Sell |
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|
2018
Q4 | $78K | Sell |
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|
2018
Q3 | $144K | Buy |
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|
2018
Q2 | $82K | Buy |
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|
2018
Q1 | $60K | Sell |
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|
2017
Q4 | $600K | Sell |
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|
2017
Q3 | $733K | Buy |
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|
2017
Q2 | $77K | Sell |
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|
2017
Q1 | $86K | Sell |
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|
2016
Q4 | $130K | Sell |
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|
2016
Q3 | $438K | Sell |
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|
2016
Q2 | $572K | Sell |
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|
2016
Q1 | $628K | Sell |
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|
2015
Q4 | $806K | Buy |
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|
2015
Q3 | $50K | Sell |
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|
2015
Q2 | $55K | Buy |
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|
2015
Q1 | $16K | Buy |
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|
2014
Q4 | $7K | Hold |
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|
2014
Q3 | $7K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Sell |
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|
2013
Q3 | $3K | Sell |
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|
2013
Q2 | $12K | Buy |
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