James Investment Research’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 | $620K | Sell |
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|
2025
Q1 | $593K | Hold |
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|
2024
Q4 | $576K | Buy |
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|
2024
Q3 | $530K | Hold |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $496K | Sell |
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|
2023
Q4 | $447K | Hold |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $509K | Buy |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $504K | Sell |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $674K | Sell |
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|
2021
Q3 | $653K | Buy |
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|
2021
Q2 | $535K | Sell |
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|
2021
Q1 | $502K | Sell |
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|
2020
Q4 | $479K | Sell |
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|
2020
Q3 | $434K | Buy |
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|
2020
Q2 | $387K | Sell |
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|
2020
Q1 | $391K | Hold |
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|
2019
Q4 | $578K | Buy |
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|
2019
Q3 | $212K | Hold |
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|
2019
Q2 | $209K | Sell |
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|
2019
Q1 | $2.47M | Buy |
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|
2018
Q4 | $138K | Buy |
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|
2018
Q3 | $127K | Buy |
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|
2018
Q2 | $80K | Sell |
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|
2018
Q1 | $110K | Sell |
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|
2017
Q4 | $125K | Sell |
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|
2017
Q3 | $120K | Hold |
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|
2017
Q2 | $114K | Sell |
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|
2017
Q1 | $131K | Hold |
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|
2016
Q4 | $128K | Hold |
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|
2016
Q3 | $106K | Sell |
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|
2016
Q2 | $126K | Hold |
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|
2016
Q1 | $124K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $23K | Hold |
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|
2013
Q2 | $23K | Buy |
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