Investment Advisory Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Sell |
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|
2025
Q1 | $930K | Buy |
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|
2024
Q4 | $864K | Buy |
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|
2024
Q3 | $808K | Sell |
|
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|
2024
Q2 | $749K | Sell |
|
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|
2024
Q1 | $872K | Buy |
|
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|
2023
Q4 | $574K | Sell |
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|
2023
Q3 | $518K | Buy |
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|
2023
Q2 | $526K | Sell |
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|
2023
Q1 | $510K | Buy |
|
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|
2022
Q4 | $532K | Buy |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | $232K | Buy |
|