Grimes & Company’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
$20.2M Buy
2025
Q1
$18.6M Buy
2024
Q2
Sell
2024
Q1
$14.8M Buy
2023
Q4
Sell
2023
Q3
$11.8M Sell
2023
Q2
$17.9M Buy
2022
Q4
Sell
2022
Q3
$1.29M Sell
2022
Q2
$10.9M Sell
2022
Q1
$13.4M Sell
2021
Q4
$24.5M Buy
2021
Q3
$22M Buy
2019
Q3
Sell
2019
Q2
$17M Buy