Insigneo Advisory Services’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 | $3.38M | Sell |
64,587
-14,058
| -18% | -$736K | 0.29% | 58 |
|
|
2025
Q1 | $3.92M | Buy |
78,645
+2,333
| +3% | +$116K | 0.4% | 39 |
|
|
2024
Q4 | $3.69M | Buy |
76,312
+18,023
| +31% | +$871K | 0.38% | 42 |
|
|
2024
Q3 | $2.64M | Buy |
58,289
+2,662
| +5% | +$121K | 0.27% | 73 |
|
|
2024
Q2 | $2.27M | Sell |
55,627
-25,910
| -32% | -$1.06M | 0.26% | 78 |
|
|
2024
Q1 | $3.43M | Sell |
81,537
-292
| -0.4% | -$12.3K | 0.41% | 45 |
|
|
2023
Q4 | $3.08M | Sell |
81,829
-20,966
| -20% | -$788K | 0.43% | 39 |
|
|
2023
Q3 | $3.41M | Buy |
102,795
+1,648
| +2% | +$54.7K | 0.69% | 22 |
|
|
2023
Q2 | $3.41M | Buy |
101,147
+58,503
| +137% | +$1.97M | 0.65% | 24 |
|
|
2023
Q1 | $1.37M | Sell |
42,644
-13,819
| -24% | -$444K | 0.44% | 47 |
|
|
2022
Q4 | $1.93M | Buy |
+56,463
| New | +$1.93M | 0.73% | 28 |
|