Grassi Investment Management’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
Q2 | $448K | Sell |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $535K | Buy |
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|
2023
Q4 | $451K | Sell |
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|
2023
Q3 | $408K | Sell |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $538K | Buy |
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|
2022
Q4 | $540K | Buy |
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|
2022
Q3 | $478K | Buy |
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|
2022
Q2 | $487K | Buy |
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|
2022
Q1 | $573K | Sell |
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|
2021
Q4 | $593K | Buy |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $358K | Sell |
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|
2021
Q1 | $337K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $319K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.96M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $280K | Buy |
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