Lake Street Private Wealth’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 | $579K | Sell |
11,058
-233
| -2% | -$12.2K | 0.08% | 141 |
|
|
2025
Q1 | $562K | Sell |
11,291
-858
| -7% | -$42.7K | 0.09% | 144 |
|
|
2024
Q4 | $587K | Sell |
12,149
-324
| -3% | -$15.7K | 0.09% | 138 |
|
|
2024
Q3 | $565K | Sell |
12,473
-698
| -5% | -$31.6K | 0.09% | 152 |
|
|
2024
Q2 | $541K | Sell |
13,171
-49
| -0.4% | -$2.01K | 0.07% | 215 |
|
|
2024
Q1 | $557K | Buy |
13,220
+2,433
| +23% | +$102K | 0.08% | 213 |
|
|
2023
Q4 | $406K | Sell |
10,787
-776
| -7% | -$29.2K | 0.06% | 229 |
|
|
2023
Q3 | $387K | Sell |
11,563
-123
| -1% | -$4.12K | 0.07% | 206 |
|
|
2023
Q2 | $394K | Buy |
11,686
+277
| +2% | +$9.34K | 0.07% | 201 |
|
|
2023
Q1 | $367K | Sell |
11,409
-740
| -6% | -$23.8K | 0.07% | 209 |
|
|
2022
Q4 | $415K | Buy |
12,149
+1,343
| +12% | +$45.9K | 0.09% | 190 |
|
|
2022
Q3 | $328K | Sell |
10,806
-1,789
| -14% | -$54.3K | 0.08% | 211 |
|
|
2022
Q2 | $396K | Sell |
12,595
-841
| -6% | -$26.4K | 0.08% | 193 |
|
|
2022
Q1 | $515K | Sell |
13,436
-1,083
| -7% | -$41.5K | 0.09% | 181 |
|
|
2021
Q4 | $567K | Buy |
14,519
+4,773
| +49% | +$186K | 0.1% | 183 |
|
|
2021
Q3 | $366K | Hold |
9,746
| – | – | 0.09% | 169 |
|
|
2021
Q2 | $360K | Sell |
9,746
-108
| -1% | -$3.99K | 0.09% | 163 |
|
|
2021
Q1 | $336K | Buy |
9,854
+122
| +1% | +$4.16K | 0.09% | 167 |
|
|
2020
Q4 | $287K | Buy |
+9,732
| New | +$287K | 0.08% | 168 |
|