Loudon Investment Management’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 | $405K | Hold |
7,740
| – | – | 0.22% | 81 |
|
|
2025
Q1 | $386K | Hold |
7,740
| – | – | 0.22% | 75 |
|
|
2024
Q4 | $374K | Hold |
7,740
| – | – | 0.21% | 77 |
|
|
2024
Q3 | $351K | Hold |
7,740
| – | – | 0.19% | 80 |
|
|
2024
Q2 | $318K | Hold |
7,740
| – | – | 0.19% | 82 |
|
|
2024
Q1 | $326K | Hold |
7,740
| – | – | 0.19% | 79 |
|
|
2023
Q4 | $291K | Hold |
7,740
| – | – | 0.18% | 84 |
|
|
2023
Q3 | $257K | Hold |
7,740
| – | – | 0.18% | 88 |
|
|
2023
Q2 | $261K | Hold |
7,740
| – | – | 0.17% | 87 |
|
|
2023
Q1 | $249K | Hold |
7,740
| – | – | 0.17% | 88 |
|
|
2022
Q4 | $265K | Sell |
7,740
-7,000
| -47% | -$239K | 0.19% | 86 |
|
|
2022
Q3 | $448K | Hold |
14,740
| – | – | 0.36% | 64 |
|
|
2022
Q2 | $464K | Sell |
14,740
-2,459
| -14% | -$77.4K | 0.35% | 63 |
|
|
2022
Q1 | $659K | Sell |
17,199
-1,859
| -10% | -$71.2K | 0.43% | 59 |
|
|
2021
Q4 | $744K | Sell |
19,058
-2,159
| -10% | -$84.3K | 0.47% | 56 |
|
|
2021
Q3 | $796K | Sell |
21,217
-3,192
| -13% | -$120K | 0.57% | 48 |
|
|
2021
Q2 | $896K | Buy |
24,409
+2,741
| +13% | +$101K | 0.61% | 47 |
|
|
2021
Q1 | $738K | Buy |
+21,668
| New | +$738K | 0.53% | 49 |
|