Hennion & Walsh Asset Management’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
$1.43M Buy
2025
Q2
$1.39M Sell
2025
Q1
$1.35M Buy
2024
Q4
$718K Buy
2024
Q3
$593K Buy
2024
Q2
$509K Sell
2024
Q1
$525K Buy
2023
Q4
$235K Buy