IFG Advisory’s Financial Select Sector SPDR Fund XLF Stock Holding History

IFG Advisory’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.3M	Sell	216,541 -2,788	-1%	-$146K	0.57%	34
2025 Q1	$10.9M	Buy	219,329 +14,329	+7%	+$714K	0.61%	31
2024 Q4	$9.91M	Buy	205,000 +52,629	+35%	+$2.54M	0.56%	38
2024 Q3	$6.91M	Sell	152,371 -2,638	-2%	-$120K	0.44%	52
2024 Q2	$6.37M	Buy	155,009 +27,526	+22%	+$1.13M	0.41%	54
2024 Q1	$5.37M	Buy	127,483 +6,464	+5%	+$272K	0.4%	66
2023 Q4	$4.55M	Buy	121,019 +1,582	+1%	+$59.5K	0.33%	78
2023 Q3	$3.96M	Sell	119,437 -10,199	-8%	-$338K	0.33%	71
2023 Q2	$4.37M	Buy	129,636 +1,938	+2%	+$65.3K	0.39%	70
2023 Q1	$4.11M	Buy	127,698 +4,107	+3%	+$132K	0.38%	63
2022 Q4	$4.23M	Buy	123,591 +14,651	+13%	+$501K	0.42%	55
2022 Q3	$3.31M	Sell	108,940 -44,218	-29%	-$1.34M	0.3%	72
2022 Q2	$4.82M	Sell	153,158 -15,442	-9%	-$486K	0.51%	44
2022 Q1	$6.46M	Buy	168,600 +93,559	+125%	+$3.58M	0.65%	32
2021 Q4	$2.93M	Buy	75,041 +2,325	+3%	+$90.8K	0.29%	80
2021 Q3	$2.73M	Buy	72,716 +187	+0.3%	+$7.02K	0.29%	72
2021 Q2	$2.66M	Buy	72,529 +7,566	+12%	+$278K	0.3%	72
2021 Q1	$2.21M	Buy	64,963 +811	+1%	+$27.6K	0.28%	84
2020 Q4	$1.89M	Sell	64,152 -6,667	-9%	-$197K	0.26%	92
2020 Q3	$1.7M	Sell	70,819 -12,695	-15%	-$305K	0.28%	85
2020 Q2	$1.93M	Sell	83,514 -10,896	-12%	-$252K	0.35%	67
2020 Q1	$1.97M	Buy	94,410 +1,558	+2%	+$32.4K	0.44%	56
2019 Q4	$2.86M	Sell	92,852 -20,193	-18%	-$622K	0.52%	44
2019 Q3	$3.17M	Sell	113,045 -14,550	-11%	-$407K	0.61%	32
2019 Q2	$3.52M	Sell	127,595 -10,966	-8%	-$303K	0.62%	28
2019 Q1	$3.56M	Sell	138,561 -11,716	-8%	-$301K	0.68%	25
2018 Q4	$3.58M	Sell	150,277 -4,863	-3%	-$116K	0.84%	21
2018 Q3	$4.28M	Buy	155,140 +1,594	+1%	+$44K	0.8%	21
2018 Q2	$4.08M	Buy	153,546 +10,265	+7%	+$273K	0.84%	22
2018 Q1	$3.95M	Buy	143,281 +15,661	+12%	+$432K	0.88%	20
2017 Q4	$3.56M	Buy	+127,620	New	+$3.56M	0.8%	25