J.W. Cole Advisors’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
Q3 | $8.07M | Buy |
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|
2025
Q2 | $7.48M | Buy |
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|
2025
Q1 | $4.53M | Sell |
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|
2024
Q4 | $5.98M | Buy |
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|
2024
Q3 | $4.5M | Buy |
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|
2024
Q2 | $3.65M | Sell |
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|
2024
Q1 | $3.81M | Sell |
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|
2023
Q4 | $3.42M | Buy |
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|
2023
Q3 | $2.63M | Sell |
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|
2023
Q2 | $2.84M | Sell |
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|
2023
Q1 | $3.12M | Sell |
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|
2022
Q4 | $4.04M | Buy |
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|
2022
Q3 | $2.98M | Buy |
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|
2022
Q2 | $2.91M | Sell |
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|
2022
Q1 | $4.3M | Buy |
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|
2021
Q4 | $3.54M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.12M | Buy |
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|
2021
Q1 | $2.77M | Buy |
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|
2020
Q4 | $927K | Sell |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $720K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.47M | Buy |
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