Howe & Rusling’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
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $817K | Buy |
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|
2024
Q3 | $581K | Sell |
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|
2024
Q2 | $932K | Buy |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $488K | Buy |
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|
2023
Q3 | $200K | Buy |
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|
2023
Q2 | $174K | Buy |
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|
2023
Q1 | $47.7K | Sell |
|
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|
2022
Q4 | $51.6K | Buy |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $4K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $12K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $5K | Sell |
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|
2017
Q4 | $16K | Buy |
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|
2017
Q3 | $2K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $19K | Buy |
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|
2016
Q3 | $1K | Sell |
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|
2016
Q2 | $20K | Buy |
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|
2016
Q1 | $2K | Sell |
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|
2015
Q4 | $14K | Hold |
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|
2015
Q3 | $13K | Buy |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $2K | Sell |
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|
2014
Q4 | $12K | Buy |
|
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|
2014
Q3 | $2K | Hold |
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|
2014
Q2 | $2K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2K | Sell |
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|
2013
Q3 | $3K | Sell |
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|
2013
Q2 | $29K | Buy |
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