IFP 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 | $1.93M | Sell |
36,864
-88,100
| -71% | -$4.61M | 0.05% | 359 |
|
|
2025
Q1 | $6.22M | Buy |
124,964
+86,556
| +225% | +$4.31M | 0.19% | 108 |
|
|
2024
Q4 | $1.86M | Buy |
38,408
+13,769
| +56% | +$665K | 0.06% | 346 |
|
|
2024
Q3 | $1.12M | Buy |
24,639
+1,617
| +7% | +$73.3K | 0.04% | 455 |
|
|
2024
Q2 | $946K | Buy |
23,022
+5,673
| +33% | +$233K | 0.04% | 457 |
|
|
2024
Q1 | $731K | Sell |
17,349
-2,473
| -12% | -$104K | 0.03% | 497 |
|
|
2023
Q4 | $745K | Sell |
19,822
-36,920
| -65% | -$1.39M | 0.04% | 465 |
|
|
2023
Q3 | $1.88M | Buy |
56,742
+21,060
| +59% | +$699K | 0.08% | 246 |
|
|
2023
Q2 | $1.2M | Sell |
35,682
-16,717
| -32% | -$564K | 0.05% | 380 |
|
|
2023
Q1 | $828K | Sell |
52,399
-87,017
| -62% | -$1.38M | 0.04% | 444 |
|
|
2022
Q4 | $2.4M | Sell |
139,416
-29,641
| -18% | -$509K | 0.06% | 331 |
|
|
2022
Q3 | $2.92M | Buy |
169,057
+15,117
| +10% | +$261K | 0.08% | 286 |
|
|
2022
Q2 | $2.47M | Hold |
153,940
| – | – | 0.08% | 296 |
|
|
2022
Q1 | $2.47M | Buy |
153,940
+67,482
| +78% | +$1.08M | 0.08% | 296 |
|
|
2021
Q4 | $3.39M | Buy |
86,458
+3,750
| +5% | +$147K | 0.07% | 169 |
|
|
2021
Q3 | $3.11M | Buy |
82,708
+18,590
| +29% | +$700K | 0.06% | 180 |
|
|
2021
Q2 | $2.35M | Buy |
64,118
+18,549
| +41% | +$679K | 0.05% | 216 |
|
|
2021
Q1 | $1.55M | Buy |
45,569
+1,577
| +4% | +$53.5K | 0.03% | 280 |
|
|
2020
Q4 | $1.3M | Buy |
43,992
+1,456
| +3% | +$42.9K | 0.05% | 286 |
|
|
2020
Q3 | $1.02M | Buy |
42,536
+451
| +1% | +$10.8K | 0.06% | 288 |
|
|
2020
Q2 | $958K | Buy |
42,085
+6,241
| +17% | +$142K | 0.08% | 274 |
|
|
2020
Q1 | $777K | Sell |
35,844
-11,941
| -25% | -$259K | 0.08% | 259 |
|
|
2019
Q4 | $1.47M | Sell |
47,785
-6,143
| -11% | -$189K | 0.11% | 213 |
|
|
2019
Q3 | $1.52M | Buy |
+53,928
| New | +$1.52M | 0.1% | 224 |
|
|
2019
Q1 | $6.21M | Sell |
241,513
-105,597
| -30% | -$2.72M | 0.85% | 18 |
|
|
2018
Q4 | $8.19M | Sell |
347,110
-5,111
| -1% | -$121K | 0.5% | 32 |
|
|
2018
Q3 | $9.71M | Sell |
352,221
-32,716
| -8% | -$902K | 0.4% | 49 |
|
|
2018
Q2 | $10.2M | Buy |
384,937
+46,354
| +14% | +$1.23M | 0.43% | 38 |
|
|
2018
Q1 | $9.45M | Hold |
338,583
| – | – | 0.43% | 42 |
|
|
2017
Q4 | $9.45M | Buy |
338,583
+14,853
| +5% | +$415K | 0.43% | 42 |
|
|
2017
Q3 | $8.37M | Buy |
323,730
+35,886
| +12% | +$928K | 0.33% | 60 |
|
|
2017
Q2 | $7.1M | Sell |
287,844
-2,401
| -0.8% | -$59.2K | 0.3% | 64 |
|
|
2017
Q1 | $6.89M | Buy |
290,245
+64,972
| +29% | +$1.54M | 0.3% | 71 |
|
|
2016
Q4 | $5.24M | Buy |
225,273
+116,307
| +107% | +$2.7M | 0.25% | 83 |
|
|
2016
Q3 | $2.1M | Sell |
108,966
-5,270
| -5% | -$102K | 0.11% | 211 |
|
|
2016
Q2 | $2.29M | Sell |
114,236
-160,883
| -58% | -$3.23M | 0.13% | 180 |
|
|
2016
Q1 | $6.21M | Buy |
275,119
+163,767
| +147% | +$3.7M | 0.85% | 18 |
|
|
2015
Q4 | $2.33M | Buy |
+111,352
| New | +$2.33M | 0.16% | 138 |
|