Hudson Valley Investment Advisors’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 | $10.2M | Sell |
195,202
-9,050
| -4% | -$474K | 1.12% | 21 |
|
|
2025
Q1 | $10.2M | Sell |
204,252
-7,643
| -4% | -$381K | 1.22% | 25 |
|
|
2024
Q4 | $10.2M | Buy |
211,895
+4,249
| +2% | +$205K | 1.16% | 27 |
|
|
2024
Q3 | $9.41M | Buy |
207,646
+12,290
| +6% | +$557K | 1.04% | 29 |
|
|
2024
Q2 | $7.42M | Sell |
195,356
-837
| -0.4% | -$31.8K | 0.96% | 34 |
|
|
2024
Q1 | $8.26M | Buy |
196,193
+837
| +0.4% | +$35.3K | 0.99% | 34 |
|
|
2023
Q4 | $7.42M | Buy |
195,356
+2,510
| +1% | +$95.4K | 1.02% | 31 |
|
|
2023
Q3 | $6.4M | Buy |
192,846
+4,662
| +2% | +$155K | 0.9% | 35 |
|
|
2023
Q2 | $6.34M | Buy |
188,184
+10,491
| +6% | +$354K | 0.86% | 35 |
|
|
2023
Q1 | $5.71M | Buy |
177,693
+6,536
| +4% | +$210K | 0.8% | 37 |
|
|
2022
Q4 | $5.85M | Buy |
171,157
+2,093
| +1% | +$71.6K | 0.89% | 33 |
|
|
2022
Q3 | $5.13M | Buy |
169,064
+3,643
| +2% | +$111K | 0.82% | 34 |
|
|
2022
Q2 | $5.2M | Buy |
165,421
+7,642
| +5% | +$240K | 0.81% | 36 |
|
|
2022
Q1 | $6.05M | Buy |
+157,779
| New | +$6.05M | 0.81% | 33 |
|
|
2016
Q1 | – | Sell |
-12,894
| Closed | -$270K | – | 148 |
|
|
2015
Q4 | $270K | Hold |
12,894
| – | – | 0.08% | 127 |
|
|
2015
Q3 | $256K | Buy |
+12,894
| New | +$256K | 0.08% | 127 |
|