HB Wealth 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 | $4.21M | Sell |
80,455
-16,765
| -17% | -$878K | 0.03% | 243 |
|
|
2025
Q1 | $4.84M | Buy |
97,220
+16,011
| +20% | +$798K | 0.04% | 233 |
|
|
2024
Q4 | $3.92M | Sell |
81,209
-650
| -0.8% | -$31.4K | 0.04% | 189 |
|
|
2024
Q3 | $3.71M | Buy |
81,859
+601
| +0.7% | +$27.2K | 0.04% | 189 |
|
|
2024
Q2 | $3.34M | Buy |
81,258
+18,583
| +30% | +$764K | 0.04% | 190 |
|
|
2024
Q1 | $2.64M | Buy |
62,675
+1,398
| +2% | +$58.9K | 0.03% | 208 |
|
|
2023
Q4 | $2.3M | Buy |
61,277
+4,163
| +7% | +$157K | 0.03% | 202 |
|
|
2023
Q3 | $1.89M | Buy |
57,114
+1,043
| +2% | +$34.6K | 0.03% | 215 |
|
|
2023
Q2 | $1.89M | Buy |
56,071
+3,860
| +7% | +$130K | 0.03% | 207 |
|
|
2023
Q1 | $1.68M | Sell |
52,211
-2,599
| -5% | -$83.6K | 0.03% | 219 |
|
|
2022
Q4 | $1.87M | Buy |
54,810
+15,206
| +38% | +$520K | 0.03% | 202 |
|
|
2022
Q3 | $1.2M | Sell |
39,604
-832
| -2% | -$25.3K | 0.03% | 234 |
|
|
2022
Q2 | $1.27M | Buy |
40,436
+4,269
| +12% | +$134K | 0.03% | 226 |
|
|
2022
Q1 | $1.39M | Buy |
36,167
+4,478
| +14% | +$172K | 0.03% | 222 |
|
|
2021
Q4 | $1.24M | Buy |
+31,689
| New | +$1.24M | 0.02% | 213 |
|