Kaydan Wealth 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 | $628K | Sell |
11,998
-2
| -0% | -$105 | 0.21% | 56 |
|
2025
Q1 | $598K | Sell |
12,000
-230
| -2% | -$11.5K | 0.19% | 53 |
|
2024
Q4 | $591K | Buy |
12,230
+709
| +6% | +$34.3K | 0.2% | 55 |
|
2024
Q3 | $522K | Hold |
11,521
| – | – | 0.15% | 58 |
|
2024
Q2 | $474K | Sell |
11,521
-676
| -6% | -$27.8K | 0.17% | 58 |
|
2024
Q1 | $514K | Buy |
12,197
+205
| +2% | +$8.64K | 0.18% | 57 |
|
2023
Q4 | $451K | Sell |
11,992
-1,518
| -11% | -$57.1K | 0.18% | 57 |
|
2023
Q3 | $448K | Sell |
13,510
-414
| -3% | -$13.7K | 0.18% | 57 |
|
2023
Q2 | $469K | Sell |
13,924
-1,977
| -12% | -$66.6K | 0.2% | 53 |
|
2023
Q1 | $511K | Hold |
15,901
| – | – | 0.21% | 50 |
|
2022
Q4 | $544K | Buy |
15,901
+926
| +6% | +$31.7K | 0.22% | 44 |
|
2022
Q3 | $455K | Hold |
14,975
| – | – | 0.25% | 48 |
|
2022
Q2 | $471K | Hold |
14,975
| – | – | 0.26% | 51 |
|
2022
Q1 | $574K | Sell |
14,975
-383,169
| -96% | -$14.7M | 0.25% | 53 |
|
2021
Q4 | $15.5M | Buy |
+398,144
| New | +$15.5M | 5.89% | 6 |
|