Joel Isaacson & Co’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 | $12.9M | Buy |
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|
2025
Q2 | $12.4M | Buy |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $9.51M | Buy |
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|
2024
Q3 | $7.75M | Buy |
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|
2024
Q2 | $6.06M | Buy |
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|
2024
Q1 | $5.64M | Buy |
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|
2023
Q4 | $4.98M | Sell |
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|
2023
Q3 | $4.4M | Sell |
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|
2023
Q2 | $4.55M | Sell |
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|
2023
Q1 | $4.72M | Sell |
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|
2022
Q4 | $5.4M | Sell |
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|
2022
Q3 | $5.3M | Sell |
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|
2022
Q2 | $5.52M | Buy |
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|
2022
Q1 | $6.23M | Buy |
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|
2021
Q4 | $5.48M | Buy |
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|
2021
Q3 | $4.57M | Buy |
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|
2021
Q2 | $3.67M | Buy |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $1.71M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.28M | Buy |
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|
2020
Q1 | $797K | Sell |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.19M | Sell |
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|
2018
Q4 | $1.35M | Buy |
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|
2018
Q3 | $379K | Buy |
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|
2018
Q2 | $365K | Buy |
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|
2018
Q1 | $206K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $142K | Hold |
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|
2016
Q3 | $118K | Sell |
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|
2016
Q2 | $161K | Hold |
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|
2016
Q1 | $159K | Buy |
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|
2015
Q4 | $152K | Buy |
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|
2015
Q3 | $124K | Hold |
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|
2015
Q2 | $134K | Hold |
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|
2015
Q1 | $132K | Buy |
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|
2014
Q4 | $15K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $112K | Sell |
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|
2013
Q4 | $164K | Hold |
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|
2013
Q3 | $149K | Hold |
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|
2013
Q2 | $146K | Buy |
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