Hennion & Walsh Asset 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 | $1.39M | Sell |
26,469
-720
| -3% | -$37.7K | 0.06% | 410 |
|
|
2025
Q1 | $1.35M | Buy |
27,189
+12,326
| +83% | +$614K | 0.06% | 392 |
|
|
2024
Q4 | $718K | Buy |
14,863
+1,770
| +14% | +$85.5K | 0.03% | 546 |
|
|
2024
Q3 | $593K | Buy |
13,093
+703
| +6% | +$31.9K | 0.03% | 575 |
|
|
2024
Q2 | $509K | Sell |
12,390
-86
| -0.7% | -$3.54K | 0.03% | 588 |
|
|
2024
Q1 | $525K | Buy |
12,476
+6,227
| +100% | +$262K | 0.03% | 552 |
|
|
2023
Q4 | $235K | Buy |
+6,249
| New | +$235K | 0.01% | 745 |
|