H&H Retirement Design & Management’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 | $1.57M | Buy |
29,876
+1,114
| +4% | +$58.4K | 0.86% | 25 |
|
|
2025
Q1 | $1.31M | Sell |
28,762
-240
| -0.8% | -$11K | 0.87% | 24 |
|
|
2024
Q4 | $1.47M | Sell |
29,002
-1,544
| -5% | -$78.4K | 0.89% | 23 |
|
|
2024
Q3 | $1.43M | Buy |
30,546
+1,419
| +5% | +$66.6K | 0.84% | 23 |
|
|
2024
Q2 | $1.26M | Buy |
29,127
+164
| +0.6% | +$7.07K | 0.78% | 30 |
|
|
2024
Q1 | $1.18M | Sell |
28,963
-3,882
| -12% | -$159K | 0.78% | 29 |
|
|
2023
Q4 | $1.28M | Sell |
32,845
-1,203
| -4% | -$46.9K | 0.81% | 25 |
|
|
2023
Q3 | $1.13M | Buy |
34,048
+88
| +0.3% | +$2.92K | 0.78% | 26 |
|
|
2023
Q2 | $1.17M | Sell |
33,960
-1,133
| -3% | -$39.1K | 0.78% | 26 |
|
|
2023
Q1 | $1.14M | Buy |
35,093
+27,071
| +337% | +$881K | 0.73% | 25 |
|
|
2022
Q4 | $290K | Sell |
8,022
-456
| -5% | -$16.5K | 0.24% | 61 |
|
|
2022
Q3 | $263K | Buy |
8,478
+94
| +1% | +$2.92K | 0.25% | 60 |
|
|
2022
Q2 | $280K | Buy |
+8,384
| New | +$280K | 0.2% | 67 |
|