IMZ Advisory’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 | $27.7M | Buy |
526,409
+28,557
| +6% | +$1.5M | 11.07% | 2 |
|
|
2025
Q1 | $24.8M | Buy |
497,852
+16,088
| +3% | +$801K | 11.25% | 2 |
|
|
2024
Q4 | $23.3M | Buy |
481,764
+6,180
| +1% | +$299K | 10.62% | 2 |
|
|
2024
Q3 | $21.7M | Sell |
475,584
-10,769
| -2% | -$492K | 10.04% | 2 |
|
|
2024
Q2 | $20M | Buy |
486,353
+42,962
| +10% | +$1.77M | 9.98% | 3 |
|
|
2024
Q1 | $18.7M | Buy |
443,391
+1,869
| +0.4% | +$78.7K | 9.63% | 3 |
|
|
2023
Q4 | $17.5M | Buy |
+441,522
| New | +$17.5M | 9.43% | 3 |
|