Investment 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 | $367K | Sell |
7,014
-227
| -3% | -$11.9K | 0.12% | 89 |
|
|
2025
Q1 | $361K | Sell |
7,241
-139
| -2% | -$6.92K | 0.13% | 84 |
|
|
2024
Q4 | $357K | Buy |
7,380
+10
| +0.1% | +$483 | 0.13% | 87 |
|
|
2024
Q3 | $334K | Sell |
7,370
-200
| -3% | -$9.06K | 0.12% | 92 |
|
|
2024
Q2 | $311K | Sell |
7,570
-477
| -6% | -$19.6K | 0.11% | 95 |
|
|
2024
Q1 | $339K | Buy |
8,047
+8
| +0.1% | +$337 | 0.12% | 92 |
|
|
2023
Q4 | $302K | Sell |
8,039
-50
| -0.6% | -$1.88K | 0.12% | 94 |
|
|
2023
Q3 | $268K | Sell |
8,089
-638
| -7% | -$21.2K | 0.12% | 95 |
|
|
2023
Q2 | $294K | Sell |
8,727
-550
| -6% | -$18.5K | 0.12% | 93 |
|
|
2023
Q1 | $298K | Buy |
9,277
+12
| +0.1% | +$386 | 0.15% | 88 |
|
|
2022
Q4 | $317K | Sell |
9,265
-1,274
| -12% | -$43.6K | 0.16% | 86 |
|
|
2022
Q3 | $320K | Buy |
10,539
+524
| +5% | +$15.9K | 0.19% | 81 |
|
|
2022
Q2 | $315K | Buy |
10,015
+12
| +0.1% | +$377 | 0.18% | 82 |
|
|
2022
Q1 | $383K | Buy |
10,003
+9
| +0.1% | +$345 | 0.21% | 81 |
|
|
2021
Q4 | $390K | Buy |
9,994
+418
| +4% | +$16.3K | 0.21% | 79 |
|
|
2021
Q3 | $359K | Buy |
9,576
+10
| +0.1% | +$375 | 0.22% | 78 |
|
|
2021
Q2 | $351K | Buy |
+9,566
| New | +$351K | 0.22% | 78 |
|
|
2020
Q4 | $281K | Sell |
9,547
-69
| -0.7% | -$2.03K | 0.2% | 78 |
|
|
2020
Q3 | $231K | Buy |
9,616
+13
| +0.1% | +$312 | 0.18% | 75 |
|
|
2020
Q2 | $222K | Buy |
9,603
+14
| +0.1% | +$324 | 0.19% | 72 |
|
|
2020
Q1 | $200K | Sell |
9,589
-6,424
| -40% | -$134K | 0.21% | 63 |
|
|
2019
Q4 | $493K | Buy |
+16,013
| New | +$493K | 0.44% | 48 |
|