Independent Advisor Alliance’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 | $769K | Buy |
14,679
+7,273
| +98% | +$381K | 0.02% | 466 |
|
|
2025
Q1 | $369K | Sell |
7,406
-546,895
| -99% | -$27.2M | 0.01% | 600 |
|
|
2024
Q4 | $26.8M | Buy |
+554,301
| New | +$26.8M | 0.35% | 57 |
|
|
2022
Q1 | – | Sell |
-6,979
| Closed | -$273K | – | 743 |
|
|
2021
Q4 | $273K | Buy |
+6,979
| New | +$273K | 0.01% | 544 |
|
|
2020
Q1 | – | Sell |
-51,237
| Closed | -$1.58M | – | 862 |
|
|
2019
Q4 | $1.58M | Buy |
+51,237
| New | +$1.58M | 0.07% | 279 |
|
|
2017
Q2 | – | Sell |
-37,152
| Closed | -$872K | – | 418 |
|
|
2017
Q1 | $872K | Buy |
+37,152
| New | +$872K | 0.14% | 175 |
|