HeadInvest LLC’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $911K | Sell |
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|
2025
Q2 | $896K | Sell |
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|
2025
Q1 | $896K | Sell |
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|
2024
Q4 | $874K | Sell |
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|
2024
Q3 | $874K | Sell |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $864K | Sell |
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|
2023
Q4 | $789K | Hold |
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|
2023
Q3 | $690K | Sell |
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|
2023
Q2 | $736K | Sell |
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|
2023
Q1 | $767K | Buy |
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|
2022
Q4 | $813K | Sell |
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|
2022
Q3 | $755K | Sell |
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|
2022
Q2 | $875K | Buy |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $867K | Buy |
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|
2020
Q3 | $559K | Sell |
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|
2020
Q2 | $594K | Sell |
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|
2020
Q1 | $540K | Sell |
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|
2019
Q4 | $802K | Buy |
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|
2019
Q3 | $713K | Buy |
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|
2019
Q2 | $654K | Sell |
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|
2019
Q1 | $651K | Sell |
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|
2018
Q4 | $1.34M | Buy |
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|
2018
Q3 | $809K | Buy |
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|
2018
Q2 | $754K | Hold |
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|
2018
Q1 | $781K | Buy |
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|
2017
Q4 | $737K | Hold |
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|
2017
Q3 | $703K | Buy |
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|
2017
Q2 | $627K | Buy |
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|
2017
Q1 | $429K | Hold |
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|
2016
Q4 | $420K | Sell |
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|
2016
Q3 | $428K | Sell |
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|
2016
Q2 | $516K | Hold |
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|
2016
Q1 | $508K | Sell |
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|
2015
Q4 | $562K | Sell |
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|
2015
Q3 | $603K | Buy |
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|
2015
Q2 | $627K | Sell |
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|
2015
Q1 | $643K | Buy |
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|
2014
Q4 | $528K | Buy |
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