Ken Fisher’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 | $3.75M | Buy |
71,531
+8,863
| +14% | +$464K | ﹤0.01% | 515 |
|
|
2025
Q1 | $3.12M | Buy |
62,668
+16,785
| +37% | +$836K | ﹤0.01% | 530 |
|
|
2024
Q4 | $2.22M | Buy |
45,883
+5,609
| +14% | +$271K | ﹤0.01% | 571 |
|
|
2024
Q3 | $1.83M | Buy |
40,274
+2,035
| +5% | +$92.2K | ﹤0.01% | 594 |
|
|
2024
Q2 | $1.57M | Sell |
38,239
-13,874
| -27% | -$570K | ﹤0.01% | 625 |
|
|
2024
Q1 | $2.2M | Sell |
52,113
-151
| -0.3% | -$6.36K | ﹤0.01% | 587 |
|
|
2023
Q4 | $1.97M | Sell |
52,264
-1,498
| -3% | -$56.3K | ﹤0.01% | 593 |
|
|
2023
Q3 | $1.78M | Sell |
53,762
-5,148
| -9% | -$171K | ﹤0.01% | 649 |
|
|
2023
Q2 | $1.99M | Buy |
58,910
+2
| +0% | +$67 | ﹤0.01% | 655 |
|
|
2023
Q1 | $1.89M | Buy |
58,908
+1,503
| +3% | +$48.3K | ﹤0.01% | 665 |
|
|
2022
Q4 | $1.96M | Buy |
57,405
+2,670
| +5% | +$91.3K | ﹤0.01% | 650 |
|
|
2022
Q3 | $1.66M | Sell |
54,735
-428
| -0.8% | -$13K | ﹤0.01% | 602 |
|
|
2022
Q2 | $1.74M | Buy |
55,163
+13
| +0% | +$409 | ﹤0.01% | 548 |
|
|
2022
Q1 | $2.11M | Sell |
55,150
-924
| -2% | -$35.4K | ﹤0.01% | 544 |
|
|
2021
Q4 | $2.19M | Buy |
56,074
+2,246
| +4% | +$87.7K | ﹤0.01% | 549 |
|
|
2021
Q3 | $2.02M | Buy |
53,828
+1,011
| +2% | +$37.9K | ﹤0.01% | 532 |
|
|
2021
Q2 | $1.94M | Sell |
52,817
-9,707
| -16% | -$356K | ﹤0.01% | 536 |
|
|
2021
Q1 | $2.13M | Buy |
62,524
+7,161
| +13% | +$244K | ﹤0.01% | 523 |
|
|
2020
Q4 | $1.63M | Buy |
55,363
+126
| +0.2% | +$3.71K | ﹤0.01% | 545 |
|
|
2020
Q3 | $1.33M | Sell |
55,237
-11,242
| -17% | -$271K | ﹤0.01% | 532 |
|
|
2020
Q2 | $1.54M | Sell |
66,479
-32,299
| -33% | -$747K | ﹤0.01% | 516 |
|
|
2020
Q1 | $2.06M | Buy |
98,778
+25,251
| +34% | +$526K | ﹤0.01% | 442 |
|
|
2019
Q4 | $2.26M | Buy |
73,527
+2,675
| +4% | +$82.3K | ﹤0.01% | 475 |
|
|
2019
Q3 | $1.98M | Buy |
70,852
+3,224
| +5% | +$90.3K | ﹤0.01% | 538 |
|
|
2019
Q2 | $1.87M | Buy |
67,628
+4,952
| +8% | +$137K | ﹤0.01% | 546 |
|
|
2019
Q1 | $1.61M | Sell |
62,676
-6,592
| -10% | -$169K | ﹤0.01% | 548 |
|
|
2018
Q4 | $1.65M | Buy |
69,268
+47,375
| +216% | +$1.13M | ﹤0.01% | 546 |
|
|
2018
Q3 | $604K | Sell |
21,893
-244,368
| -92% | -$6.74M | ﹤0.01% | 628 |
|
|
2018
Q2 | $7.08M | Buy |
266,261
+17,293
| +7% | +$460K | 0.01% | 386 |
|
|
2018
Q1 | $6.86M | Buy |
248,968
+15,791
| +7% | +$435K | 0.01% | 379 |
|
|
2017
Q4 | $6.51M | Sell |
233,177
-129,435
| -36% | -$3.61M | 0.01% | 380 |
|
|
2017
Q3 | $9.38M | Buy |
362,612
+3,107
| +0.9% | +$80.3K | 0.01% | 332 |
|
|
2017
Q2 | $8.87M | Sell |
359,505
-1,738,011
| -83% | -$42.9M | 0.01% | 332 |
|
|
2017
Q1 | $49.8M | Buy |
2,097,516
+145,140
| +7% | +$3.44M | 0.08% | 176 |
|
|
2016
Q4 | $45.4M | Buy |
1,952,376
+180,894
| +10% | +$4.21M | 0.08% | 175 |
|
|
2016
Q3 | $34.2M | Buy |
1,771,482
+181,064
| +11% | +$3.49M | 0.06% | 208 |
|
|
2016
Q2 | $32.2M | Buy |
1,590,418
+127,633
| +9% | +$2.58M | 0.06% | 197 |
|
|
2016
Q1 | $29.4M | Buy |
1,462,785
+32,415
| +2% | +$652K | 0.06% | 198 |
|
|
2015
Q4 | $29.9M | Buy |
1,430,370
+59,944
| +4% | +$1.25M | 0.06% | 203 |
|
|
2015
Q3 | $27.3M | Buy |
1,370,426
+60,824
| +5% | +$1.21M | 0.06% | 202 |
|
|
2015
Q2 | $28M | Buy |
1,309,602
+58,502
| +5% | +$1.25M | 0.05% | 211 |
|
|
2015
Q1 | $26.5M | Buy |
1,251,100
+55,942
| +5% | +$1.18M | 0.05% | 217 |
|
|
2014
Q4 | $25.9M | Buy |
1,195,158
+55,515
| +5% | +$1.21M | 0.05% | 215 |
|
|
2014
Q3 | $23.2M | Buy |
1,139,643
+41,179
| +4% | +$838K | 0.05% | 206 |
|
|
2014
Q2 | $21.9M | Buy |
1,098,464
+76,299
| +7% | +$1.52M | 0.05% | 213 |
|
|
2014
Q1 | $20M | Buy |
1,022,165
+47,680
| +5% | +$935K | 0.05% | 205 |
|
|
2013
Q4 | $18.7M | Buy |
974,485
+156,308
| +19% | +$3M | 0.04% | 213 |
|
|
2013
Q3 | $14.3M | Buy |
818,177
+394,625
| +93% | +$6.9M | 0.04% | 224 |
|
|
2013
Q2 | $7.23M | Buy |
+423,552
| New | +$7.23M | 0.02% | 273 |
|