Klingman & Associates’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 | $206K | Buy |
+3,940
| New | +$206K | 0.01% | 299 |
|
|
2016
Q4 | – | Sell |
-142
| Closed | -$3K | – | 327 |
|
|
2016
Q3 | $3K | Sell |
142
-20
| -12% | -$423 | ﹤0.01% | 346 |
|
|
2016
Q2 | $3K | Hold |
162
| – | – | ﹤0.01% | 348 |
|
|
2016
Q1 | $3K | Hold |
162
| – | – | ﹤0.01% | 355 |
|
|
2015
Q4 | $3K | Hold |
162
| – | – | ﹤0.01% | 361 |
|
|
2015
Q3 | $3K | Sell |
162
-8,175
| -98% | -$151K | ﹤0.01% | 385 |
|
|
2015
Q2 | $178K | Buy |
+8,337
| New | +$178K | 0.07% | 90 |
|