KFA Private Wealth Group’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 | $2.01M | Buy |
38,423
+23
| +0.1% | +$1.21K | 0.62% | 28 |
|
|
2025
Q1 | $1.91M | Buy |
38,400
+23,400
| +156% | +$1.17M | 0.67% | 28 |
|
|
2024
Q4 | $725K | Buy |
15,000
+5,062
| +51% | +$245K | 0.3% | 33 |
|
|
2024
Q3 | $450K | Buy |
9,938
+23
| +0.2% | +$1.04K | 0.22% | 43 |
|
|
2024
Q2 | $408K | Sell |
9,915
-679
| -6% | -$27.9K | 0.21% | 50 |
|
|
2024
Q1 | $446K | Buy |
10,594
+951
| +10% | +$40.1K | 0.14% | 66 |
|
|
2023
Q4 | $363K | Buy |
9,643
+30
| +0.3% | +$1.13K | 0.13% | 63 |
|
|
2023
Q3 | $319K | Buy |
9,613
+27
| +0.3% | +$896 | 0.13% | 63 |
|
|
2023
Q2 | $323K | Buy |
9,586
+118
| +1% | +$3.98K | 0.13% | 57 |
|
|
2023
Q1 | $304K | Buy |
9,468
+563
| +6% | +$18.1K | 0.14% | 61 |
|
|
2022
Q4 | $305K | Buy |
8,905
+59
| +0.7% | +$2.02K | 0.16% | 50 |
|
|
2022
Q3 | $269K | Buy |
8,846
+31
| +0.4% | +$943 | 0.14% | 55 |
|
|
2022
Q2 | $277K | Buy |
8,815
+31
| +0.4% | +$974 | 0.15% | 52 |
|
|
2022
Q1 | $337K | Buy |
8,784
+1,287
| +17% | +$49.4K | 0.17% | 52 |
|
|
2021
Q4 | $293K | Buy |
7,497
+278
| +4% | +$10.9K | 0.15% | 61 |
|
|
2021
Q3 | $271K | Buy |
7,219
+107
| +2% | +$4.02K | 0.15% | 61 |
|
|
2021
Q2 | $261K | Buy |
+7,112
| New | +$261K | 0.14% | 63 |
|