M3 Advisory Group’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 | $2.87M | Sell |
54,770
-564
| -1% | -$29.5K | 1.98% | 12 |
|
|
2025
Q1 | $2.76M | Buy |
55,334
+297
| +0.5% | +$14.8K | 2.18% | 12 |
|
|
2024
Q4 | $2.66M | Buy |
55,037
+681
| +1% | +$32.9K | 1.9% | 12 |
|
|
2024
Q3 | $2.46M | Buy |
54,356
+1,395
| +3% | +$63.2K | 1.81% | 14 |
|
|
2024
Q2 | $2.18M | Buy |
52,961
+1,954
| +4% | +$80.3K | 1.79% | 14 |
|
|
2024
Q1 | $2.15M | Buy |
51,007
+2,915
| +6% | +$123K | 1.95% | 13 |
|
|
2023
Q4 | $1.81M | Buy |
+48,092
| New | +$1.81M | 2.12% | 13 |
|