Key Client Fiduciary Advisors’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 | $716K | Buy |
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|
2025
Q2 | $655K | Sell |
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|
2025
Q1 | $650K | Buy |
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|
2024
Q4 | $630K | Buy |
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|
2024
Q3 | $590K | Buy |
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|
2024
Q2 | $497K | Buy |
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|
2024
Q1 | $509K | Sell |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $4.53M | Sell |
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|
2023
Q2 | $4.75M | Sell |
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|
2023
Q1 | $4.59M | Buy |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $523K | Buy |
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|
2021
Q4 | $488K | Buy |
|