HFM
Hartford Financial Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Hold |
2,897
| – | – | 0.04% | 140 |
|
|
2025
Q1 | $144K | Buy |
2,897
+297
| +11% | +$14.8K | 0.03% | 162 |
|
|
2024
Q4 | $126K | Hold |
2,600
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $118K | Hold |
2,600
| – | – | 0.02% | 177 |
|
|
2024
Q2 | $107K | Sell |
2,600
-212
| -8% | -$8.72K | 0.02% | 177 |
|
|
2024
Q1 | $118K | Buy |
2,812
+212
| +8% | +$8.93K | 0.03% | 176 |
|
|
2023
Q4 | $97.8K | Hold |
2,600
| – | – | 0.02% | 184 |
|
|
2023
Q3 | $86.2K | Hold |
2,600
| – | – | 0.02% | 191 |
|
|
2023
Q2 | $87.6K | Sell |
2,600
-893
| -26% | -$30.1K | 0.02% | 190 |
|
|
2023
Q1 | $112K | Hold |
3,493
| – | – | 0.03% | 175 |
|
|
2022
Q4 | $119K | Hold |
3,493
| – | – | 0.03% | 170 |
|
|
2022
Q3 | $106K | Hold |
3,493
| – | – | 0.03% | 171 |
|
|
2022
Q2 | $110K | Hold |
3,493
| – | – | 0.03% | 171 |
|
|
2022
Q1 | $134K | Hold |
3,493
| – | – | 0.03% | 167 |
|
|
2021
Q4 | $136K | Hold |
3,493
| – | – | 0.03% | 166 |
|
|
2021
Q3 | $131K | Hold |
3,493
| – | – | 0.03% | 162 |
|
|
2021
Q2 | $128K | Hold |
3,493
| – | – | 0.03% | 167 |
|
|
2021
Q1 | $119K | Buy |
3,493
+893
| +34% | +$30.4K | 0.03% | 161 |
|
|
2020
Q4 | $77K | Hold |
2,600
| – | – | 0.02% | 183 |
|
|
2020
Q3 | $63K | Sell |
2,600
-161
| -6% | -$3.9K | 0.02% | 178 |
|
|
2020
Q2 | $64K | Sell |
2,761
-14,500
| -84% | -$336K | 0.02% | 179 |
|
|
2020
Q1 | $359K | Sell |
17,261
-27,306
| -61% | -$568K | 0.14% | 117 |
|
|
2019
Q4 | $1.37M | Sell |
44,567
-117
| -0.3% | -$3.6K | 0.43% | 78 |
|
|
2019
Q3 | $1.25M | Sell |
44,684
-780
| -2% | -$21.8K | 0.42% | 81 |
|
|
2019
Q2 | $1.26M | Sell |
45,464
-44,241
| -49% | -$1.22M | 0.42% | 79 |
|
|
2019
Q1 | $2.31M | Sell |
89,705
-21,439
| -19% | -$551K | 0.79% | 43 |
|
|
2018
Q4 | $2.65M | Sell |
111,144
-15,506
| -12% | -$369K | 1.01% | 33 |
|
|
2018
Q3 | $3.49M | Sell |
126,650
-1,550
| -1% | -$42.7K | 1.18% | 27 |
|
|
2018
Q2 | $3.41M | Sell |
128,200
-4,332
| -3% | -$115K | 1.21% | 23 |
|
|
2018
Q1 | $3.65M | Sell |
132,532
-1,374
| -1% | -$37.9K | 1.85% | 11 |
|
|
2017
Q4 | $3.74M | Buy |
133,906
+456
| +0.3% | +$12.7K | 1.83% | 11 |
|
|
2017
Q3 | $3.45M | Buy |
133,450
+2,200
| +2% | +$56.9K | 1.75% | 12 |
|
|
2017
Q2 | $3.24M | Buy |
+131,250
| New | +$3.24M | 1.45% | 17 |
|
|
2017
Q1 | – | Sell |
-132,470
| Closed | -$3.08M | – | 363 |
|
|
2016
Q4 | $3.08M | Sell |
132,470
-600
| -0.5% | -$14K | 1.83% | 13 |
|
|
2016
Q3 | $2.57M | Sell |
133,070
-1,240
| -0.9% | -$23.9K | 1.56% | 17 |
|
|
2016
Q2 | $3.07M | Sell |
134,310
-300
| -0.2% | -$6.86K | 1.85% | 14 |
|
|
2016
Q1 | $3.03M | Sell |
134,610
-25,300
| -16% | -$569K | 1.88% | 14 |
|
|
2015
Q4 | $3.81M | Buy |
159,910
+9,550
| +6% | +$228K | 2.38% | 8 |
|
|
2015
Q3 | $3.41M | Buy |
150,360
+14,235
| +10% | +$323K | 2.28% | 8 |
|
|
2015
Q2 | $3.32M | Buy |
136,125
+9,020
| +7% | +$220K | 1.94% | 10 |
|
|
2015
Q1 | $3.06M | Buy |
127,105
+19,300
| +18% | +$465K | 1.88% | 15 |
|
|
2014
Q4 | $2.67M | Buy |
107,805
+2,700
| +3% | +$66.8K | 1.64% | 19 |
|
|
2014
Q3 | $2.44M | Sell |
105,105
-775
| -0.7% | -$18K | 1.46% | 20 |
|
|
2014
Q2 | $2.41M | Buy |
105,880
+11,580
| +12% | +$263K | 1.46% | 19 |
|
|
2014
Q1 | $2.11M | Buy |
+94,300
| New | +$2.11M | 1.38% | 23 |
|