Investment Partners Asset Management’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 | $767K | Buy |
14,637
+94
| +0.6% | +$4.92K | 0.53% | 57 |
|
|
2025
Q1 | $724K | Sell |
14,543
-26
| -0.2% | -$1.3K | 0.57% | 52 |
|
|
2024
Q4 | $704K | Sell |
14,569
-25
| -0.2% | -$1.21K | 0.55% | 51 |
|
|
2024
Q3 | $661K | Hold |
14,594
| – | – | 0.54% | 54 |
|
|
2024
Q2 | $600K | Sell |
14,594
-20
| -0.1% | -$822 | 0.53% | 57 |
|
|
2024
Q1 | $616K | Sell |
14,614
-1,570
| -10% | -$66.1K | 0.56% | 54 |
|
|
2023
Q4 | $609K | Buy |
+16,184
| New | +$609K | 0.61% | 52 |
|