Kiley Juergens Wealth Management’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
Q2 | $881K | Hold |
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|
2025
Q1 | $838K | Buy |
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|
2024
Q4 | $668K | Hold |
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|
2024
Q3 | $626K | Hold |
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|
2024
Q2 | $568K | Hold |
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|
2024
Q1 | $582K | Sell |
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|
2023
Q4 | $545K | Buy |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $483K | Sell |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q4 | $491K | Buy |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $568K | Sell |
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|
2021
Q3 | $594K | Buy |
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|
2021
Q2 | $573K | Buy |
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|
2021
Q1 | $531K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $331K | Sell |
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|
2019
Q2 | $561K | Sell |
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|
2019
Q1 | $558K | Sell |
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|
2018
Q4 | $538K | Buy |
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|
2018
Q3 | $404K | Buy |
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|
2018
Q2 | $368K | Buy |
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|
2018
Q1 | $247K | Sell |
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|
2017
Q4 | $277K | Buy |
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