Key Financial Inc’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 | $618K | Buy |
11,791
+637
| +6% | +$33.4K | 0.12% | 142 |
|
|
2025
Q1 | $556K | Buy |
11,154
+18
| +0.2% | +$897 | 0.12% | 151 |
|
|
2024
Q4 | $538K | Buy |
11,136
+23
| +0.2% | +$1.11K | 0.12% | 143 |
|
|
2024
Q3 | $504K | Sell |
11,113
-11
| -0.1% | -$499 | 0.11% | 154 |
|
|
2024
Q2 | $457K | Buy |
11,124
+51
| +0.5% | +$2.1K | 0.11% | 152 |
|
|
2024
Q1 | $466K | Sell |
11,073
-151
| -1% | -$6.36K | 0.12% | 146 |
|
|
2023
Q4 | $422K | Buy |
11,224
+25
| +0.2% | +$940 | 0.12% | 145 |
|
|
2023
Q3 | $371K | Buy |
11,199
+730
| +7% | +$24.2K | 0.13% | 139 |
|
|
2023
Q2 | $353K | Buy |
10,469
+24
| +0.2% | +$809 | 0.12% | 145 |
|
|
2023
Q1 | $336K | Buy |
10,445
+5,637
| +117% | +$181K | 0.12% | 142 |
|
|
2022
Q4 | $146K | Hold |
4,808
| – | – | 0.07% | 197 |
|
|
2022
Q3 | $146K | Hold |
4,808
| – | – | 0.07% | 201 |
|
|
2022
Q2 | $153K | Buy |
4,808
+102
| +2% | +$3.25K | 0.08% | 184 |
|
|
2022
Q1 | $180K | Sell |
4,706
-98
| -2% | -$3.75K | 0.09% | 177 |
|
|
2021
Q4 | $188K | Buy |
4,804
+1,646
| +52% | +$64.4K | 0.09% | 156 |
|
|
2021
Q3 | $119K | Hold |
3,158
| – | – | 0.07% | 198 |
|
|
2021
Q2 | $115K | Hold |
3,158
| – | – | 0.06% | 208 |
|
|
2021
Q1 | $108K | Hold |
3,158
| – | – | 0.07% | 186 |
|
|
2020
Q4 | $93K | Buy |
+3,158
| New | +$93K | 0.07% | 189 |
|
|
2020
Q2 | – | Sell |
-3,060
| Closed | -$66K | – | 663 |
|
|
2020
Q1 | $66K | Sell |
3,060
-7,728
| -72% | -$167K | 0.07% | 194 |
|
|
2019
Q4 | $332K | Buy |
+10,788
| New | +$332K | 0.31% | 74 |
|