Legacy Advisors’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
Sell
2025
Q1
$582K Buy
2024
Q4
$507K Buy
2019
Q4
Sell
2019
Q3
$327K Buy
2019
Q2
$139K Hold
2019
Q1
$129K Buy
2018
Q4
Sell
2018
Q3
$118K Hold
2018
Q2
$114K Buy