Guyasuta Investment 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 | $372K | Sell |
7,096
-4,500
| -39% | -$236K | 0.02% | 183 |
|
2025
Q1 | $578K | Buy |
11,596
+3,789
| +49% | +$189K | 0.04% | 148 |
|
2024
Q4 | $377K | Buy |
7,807
+377
| +5% | +$18.2K | 0.02% | 187 |
|
2024
Q3 | $337K | Buy |
+7,430
| New | +$337K | 0.02% | 196 |
|
2021
Q4 | – | Sell |
-5,850
| Closed | -$220K | – | 282 |
|
2021
Q3 | $220K | Sell |
5,850
-633
| -10% | -$23.8K | 0.02% | 253 |
|
2021
Q2 | $238K | Buy |
6,483
+33
| +0.5% | +$1.21K | 0.02% | 245 |
|
2021
Q1 | $220K | Buy |
+6,450
| New | +$220K | 0.02% | 234 |
|