Lugano Financial Advisors SA (LFA)’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 | $382K | Hold |
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|
2025
Q1 | $364K | Hold |
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|
2024
Q4 | $353K | Hold |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.62M | Sell |
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|
2022
Q3 | $2.59M | Buy |
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|
2022
Q2 | $2.55M | Buy |
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|
2022
Q1 | $2.87M | Buy |
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|
2021
Q4 | $1.9M | Sell |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $734K | Sell |
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|
2020
Q1 | $994K | Sell |
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|
2019
Q4 | $1.37M | Buy |
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|
2019
Q2 | $1.49M | Buy |
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|
2019
Q1 | $1.25M | Sell |
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|
2018
Q4 | $2.77M | Hold |
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|
2018
Q3 | $2.77M | Buy |
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|
2018
Q2 | $2.42M | Buy |
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