IHT Wealth 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 | $19.4M | Buy |
371,228
+59,451
| +19% | +$3.11M | 0.53% | 36 |
|
|
2025
Q1 | $15.5M | Buy |
311,777
+32,720
| +12% | +$1.63M | 0.49% | 44 |
|
|
2024
Q4 | $13.5M | Buy |
279,057
+19,941
| +8% | +$964K | 0.44% | 51 |
|
|
2024
Q3 | $11.7M | Buy |
259,116
+103,513
| +67% | +$4.68M | 0.33% | 57 |
|
|
2024
Q2 | $6.4M | Sell |
155,603
-19,132
| -11% | -$787K | 0.24% | 86 |
|
|
2024
Q1 | $7.36M | Buy |
174,735
+44,054
| +34% | +$1.86M | 0.3% | 66 |
|
|
2023
Q4 | $4.91M | Sell |
130,681
-4,765
| -4% | -$179K | 0.22% | 99 |
|
|
2023
Q3 | $4.49M | Sell |
135,446
-80,455
| -37% | -$2.67M | 0.23% | 99 |
|
|
2023
Q2 | $7.28M | Sell |
215,901
-13,031
| -6% | -$439K | 0.38% | 50 |
|
|
2023
Q1 | $7.36M | Buy |
228,932
+80,666
| +54% | +$2.59M | 0.42% | 46 |
|
|
2022
Q4 | $5.07M | Buy |
148,266
+11,484
| +8% | +$393K | 0.32% | 72 |
|
|
2022
Q3 | $4.15M | Buy |
136,782
+33,668
| +33% | +$1.02M | 0.32% | 65 |
|
|
2022
Q2 | $3.24M | Sell |
103,114
-80,063
| -44% | -$2.52M | 0.29% | 74 |
|
|
2022
Q1 | $7.02M | Buy |
183,177
+55,710
| +44% | +$2.13M | 0.53% | 33 |
|
|
2021
Q4 | $4.98M | Sell |
127,467
-4,323
| -3% | -$169K | 0.37% | 52 |
|
|
2021
Q3 | $4.95M | Sell |
131,790
-23,906
| -15% | -$897K | 0.4% | 47 |
|
|
2021
Q2 | $5.71M | Buy |
155,696
+76,429
| +96% | +$2.8M | 0.36% | 52 |
|
|
2021
Q1 | $2.7M | Buy |
79,267
+1,756
| +2% | +$59.8K | 0.19% | 117 |
|
|
2020
Q4 | $2.29M | Buy |
77,511
+2,251
| +3% | +$66.4K | 0.19% | 122 |
|
|
2020
Q3 | $1.81M | Sell |
75,260
-7,527
| -9% | -$181K | 0.18% | 125 |
|
|
2020
Q2 | $1.92M | Sell |
82,787
-12,625
| -13% | -$292K | 0.26% | 91 |
|
|
2020
Q1 | $1.99M | Buy |
95,412
+41,417
| +77% | +$862K | 0.29% | 88 |
|
|
2019
Q4 | $1.66M | Sell |
53,995
-11,351
| -17% | -$349K | 0.2% | 125 |
|
|
2019
Q3 | $1.83M | Sell |
65,346
-14,372
| -18% | -$402K | 0.25% | 95 |
|
|
2019
Q2 | $2.2M | Buy |
79,718
+7,147
| +10% | +$197K | 0.32% | 74 |
|
|
2019
Q1 | $1.87M | Sell |
72,571
-12,773
| -15% | -$328K | 0.31% | 82 |
|
|
2018
Q4 | $2.03M | Buy |
85,344
+2,692
| +3% | +$64.1K | 0.39% | 65 |
|
|
2018
Q3 | $2.28M | Buy |
82,652
+10,384
| +14% | +$286K | 0.49% | 43 |
|
|
2018
Q2 | $1.92M | Buy |
72,268
+42,619
| +144% | +$1.13M | 0.49% | 48 |
|
|
2018
Q1 | $799K | Buy |
29,649
+7,409
| +33% | +$200K | 0.21% | 122 |
|
|
2017
Q4 | $631K | Buy |
22,240
+9,452
| +74% | +$268K | 0.17% | 151 |
|
|
2017
Q3 | $336K | Buy |
12,788
+300
| +2% | +$7.88K | 0.14% | 169 |
|
|
2017
Q2 | $405 | Buy |
12,488
+2,319
| +23% | +$75 | 0.2% | 128 |
|
|
2017
Q1 | $239K | Buy |
10,169
+2,450
| +32% | +$57.6K | 0.16% | 156 |
|
|
2016
Q4 | $181K | Buy |
+7,719
| New | +$181K | 0.14% | 182 |
|