LaSalle St. Investment Advisors’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 | $231K | Buy |
4,414
+9
| +0.2% | +$471 | 0.06% | 288 |
|
|
2025
Q1 | $219K | Buy |
4,405
+90
| +2% | +$4.47K | 0.05% | 286 |
|
|
2024
Q4 | $208K | Sell |
4,315
-1,926
| -31% | -$92.8K | 0.06% | 265 |
|
|
2024
Q3 | $282K | Sell |
6,241
-5,132
| -45% | -$232K | 0.11% | 152 |
|
|
2024
Q2 | $830K | Buy |
+11,373
| New | +$830K | 0.41% | 44 |
|
|
2023
Q1 | – | Sell |
-11,058
| Closed | -$378K | – | 133 |
|
|
2022
Q4 | $378K | Buy |
+11,058
| New | +$378K | 0.18% | 64 |
|