Kestra Private Wealth Services’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 | $7.54M | Sell |
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|
2025
Q2 | $7.69M | Sell |
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|
2025
Q1 | $7.36M | Buy |
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|
2024
Q4 | $6.88M | Buy |
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|
2024
Q3 | $6.04M | Buy |
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|
2024
Q2 | $5.42M | Buy |
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|
2024
Q1 | $4.8M | Buy |
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|
2023
Q4 | $3.2M | Buy |
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|
2023
Q3 | $2.59M | Buy |
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|
2023
Q2 | $2.37M | Buy |
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|
2023
Q1 | $2.07M | Sell |
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|
2022
Q4 | $2.47M | Buy |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $1.87M | Sell |
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|
2022
Q1 | $2.96M | Sell |
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|
2021
Q4 | $3.13M | Buy |
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|
2021
Q3 | $2.13M | Buy |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $1.97M | Sell |
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|
2020
Q4 | $1.78M | Sell |
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|
2020
Q3 | $1.94M | Buy |
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