HBW Advisory Services’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 | $2.94M | Buy |
56,169
+854
| +2% | +$44.7K | 0.36% | 64 |
|
2025
Q1 | $2.76M | Buy |
55,315
+4,742
| +9% | +$236K | 0.39% | 71 |
|
2024
Q4 | $2.44M | Buy |
50,573
+9,063
| +22% | +$438K | 0.25% | 77 |
|
2024
Q3 | $1.88M | Buy |
41,510
+7,289
| +21% | +$330K | 0.28% | 91 |
|
2024
Q2 | $1.41M | Buy |
34,221
+11,996
| +54% | +$493K | 0.23% | 110 |
|
2024
Q1 | $836K | Hold |
22,225
| – | – | 0.16% | 138 |
|
2023
Q4 | $836K | Buy |
22,225
+917
| +4% | +$34.5K | 0.16% | 138 |
|
2023
Q3 | $707K | Sell |
21,308
-833
| -4% | -$27.6K | 0.15% | 146 |
|
2023
Q2 | $746K | Buy |
22,141
+84
| +0.4% | +$2.83K | 0.16% | 137 |
|
2023
Q1 | $709K | Sell |
22,057
-323
| -1% | -$10.4K | 0.18% | 133 |
|
2022
Q4 | $765K | Sell |
22,380
-913
| -4% | -$31.2K | 0.2% | 127 |
|
2022
Q3 | $707K | Sell |
23,293
-518
| -2% | -$15.7K | 0.2% | 131 |
|
2022
Q2 | $749K | Sell |
23,811
-2,701
| -10% | -$85K | 0.19% | 123 |
|
2022
Q1 | $1.02M | Buy |
26,512
+240
| +0.9% | +$9.2K | 0.36% | 81 |
|
2021
Q4 | $1.03M | Sell |
26,272
-2,540
| -9% | -$99.2K | 0.24% | 101 |
|
2021
Q3 | $1.08M | Sell |
28,812
-12,281
| -30% | -$461K | 0.28% | 88 |
|
2021
Q2 | $1.51M | Sell |
41,093
-1,198
| -3% | -$44K | 0.4% | 74 |
|
2021
Q1 | $1.44M | Buy |
42,291
+13,445
| +47% | +$458K | 0.38% | 77 |
|
2020
Q4 | $850K | Buy |
28,846
+112
| +0.4% | +$3.3K | 0.26% | 88 |
|
2020
Q3 | $692K | Sell |
28,734
-1,842
| -6% | -$44.4K | 0.28% | 86 |
|
2020
Q2 | $708K | Buy |
30,576
+7
| +0% | +$162 | 0.33% | 83 |
|
2020
Q1 | $678K | Sell |
30,569
-7,389
| -19% | -$164K | 0.49% | 64 |
|
2019
Q4 | $1.17M | Sell |
37,958
-2,042
| -5% | -$62.8K | 0.68% | 48 |
|
2019
Q3 | $1.07M | Buy |
+40,000
| New | +$1.07M | 1.03% | 42 |
|