LM 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 | $1.78M | Sell |
33,933
-1,200
| -3% | -$62.8K | 0.23% | 57 |
|
|
2025
Q1 | $1.75M | Buy |
35,133
+3,297
| +10% | +$164K | 0.32% | 59 |
|
|
2024
Q4 | $1.54M | Buy |
31,836
+3,741
| +13% | +$181K | 0.28% | 66 |
|
|
2024
Q3 | $1.27M | Sell |
28,095
-1,250
| -4% | -$56.6K | 0.26% | 69 |
|
|
2024
Q2 | $1.21M | Sell |
29,345
-82,290
| -74% | -$3.38M | ﹤0.01% | 86 |
|
|
2024
Q1 | $4.7M | Buy |
111,635
+82,740
| +286% | +$3.48M | 0.75% | 23 |
|
|
2023
Q4 | $1.09M | Buy |
+28,895
| New | +$1.09M | 0.22% | 75 |
|