Level Four Advisory Services’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 | $5.92M | Sell |
112,998
-8,151
| -7% | -$427K | 0.22% | 128 |
|
|
2025
Q1 | $6.03M | Sell |
121,149
-22,138
| -15% | -$1.1M | 0.25% | 113 |
|
|
2024
Q4 | $6.93M | Sell |
143,287
-488
| -0.3% | -$23.6K | 0.28% | 92 |
|
|
2024
Q3 | $6.68M | Buy |
143,775
+15,657
| +12% | +$728K | 0.28% | 92 |
|
|
2024
Q2 | $5.27M | Buy |
128,118
+37,087
| +41% | +$1.52M | 0.24% | 114 |
|
|
2024
Q1 | $3.42M | Hold |
91,031
| – | – | 0.19% | 137 |
|
|
2023
Q4 | $3.42M | Sell |
91,031
-11,695
| -11% | -$440K | 0.19% | 135 |
|
|
2023
Q3 | $3.41M | Sell |
102,726
-59,476
| -37% | -$1.97M | 0.22% | 124 |
|
|
2023
Q2 | $5.47M | Sell |
162,202
-9,477
| -6% | -$319K | 0.33% | 67 |
|
|
2023
Q1 | $5.52M | Buy |
171,679
+1,486
| +0.9% | +$47.8K | 0.36% | 53 |
|
|
2022
Q4 | $5.82M | Buy |
170,193
+21,347
| +14% | +$730K | 0.43% | 54 |
|
|
2022
Q3 | $4.52M | Sell |
148,846
-4,165
| -3% | -$126K | 0.44% | 49 |
|
|
2022
Q2 | $4.81M | Sell |
153,011
-6,696
| -4% | -$211K | 0.45% | 49 |
|
|
2022
Q1 | $6.12M | Sell |
159,707
-14,942
| -9% | -$573K | 0.48% | 41 |
|
|
2021
Q4 | $6.82M | Buy |
174,649
+23,610
| +16% | +$922K | 0.52% | 37 |
|
|
2021
Q3 | $5.67M | Sell |
151,039
-88,644
| -37% | -$3.33M | 0.59% | 35 |
|
|
2021
Q2 | $8.79M | Buy |
239,683
+4,271
| +2% | +$157K | 0.61% | 32 |
|
|
2021
Q1 | $8.02M | Sell |
235,412
-11,067
| -4% | -$377K | 0.62% | 28 |
|
|
2020
Q4 | $7.27M | Sell |
246,479
-102,398
| -29% | -$3.02M | 0.58% | 32 |
|
|
2020
Q3 | $8.4M | Buy |
348,877
+1,388
| +0.4% | +$33.4K | 0.65% | 25 |
|
|
2020
Q2 | $8.05M | Buy |
347,489
+294,396
| +554% | +$6.82M | 0.62% | 26 |
|
|
2020
Q1 | $1.08M | Buy |
53,093
+3,921
| +8% | +$79.4K | 0.13% | 193 |
|
|
2019
Q4 | $2.04M | Buy |
49,172
+11,271
| +30% | +$467K | 0.08% | 215 |
|
|
2019
Q3 | $1.06M | Sell |
37,901
-9,808
| -21% | -$275K | 0.11% | 195 |
|
|
2019
Q2 | $1.32M | Sell |
47,709
-45,788
| -49% | -$1.26M | 0.13% | 159 |
|
|
2019
Q1 | $2.4M | Sell |
93,497
-9,700
| -9% | -$249K | 0.26% | 83 |
|
|
2018
Q4 | $2.46M | Sell |
103,197
-13,548
| -12% | -$323K | 0.31% | 80 |
|
|
2018
Q3 | $3.22M | Sell |
116,745
-284,837
| -71% | -$7.86M | 0.35% | 71 |
|
|
2018
Q2 | $10.7M | Buy |
401,582
+17,893
| +5% | +$476K | 0.78% | 20 |
|
|
2018
Q1 | $10.6M | Buy |
383,689
+19,771
| +5% | +$545K | 0.82% | 20 |
|
|
2017
Q4 | $10.2M | Sell |
363,918
-12,031
| -3% | -$336K | 0.79% | 19 |
|
|
2017
Q3 | $9.72M | Buy |
375,949
+53,633
| +17% | +$1.39M | 0.86% | 17 |
|
|
2017
Q2 | $7.57M | Hold |
322,316
| – | – | 1.16% | 10 |
|
|
2017
Q1 | $7.57M | Buy |
322,316
+278,647
| +638% | +$6.54M | 0.77% | 23 |
|
|
2016
Q4 | $1.02M | Buy |
+43,669
| New | +$1.02M | 0.13% | 169 |
|