Marcum Wealth’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
Q1 | $1.84M | Sell |
36,858
-1,563
| -4% | -$77.9K | 0.16% | 71 |
|
|
2024
Q4 | $1.86M | Buy |
38,421
+7,397
| +24% | +$357K | 0.16% | 67 |
|
|
2024
Q3 | $1.41M | Buy |
31,024
+6,291
| +25% | +$285K | 0.13% | 83 |
|
|
2024
Q2 | $1.02M | Buy |
24,733
+3,446
| +16% | +$142K | 0.1% | 103 |
|
|
2024
Q1 | $897K | Buy |
21,287
+13,346
| +168% | +$562K | 0.09% | 115 |
|
|
2023
Q4 | $299K | Buy |
7,941
+7
| +0.1% | +$263 | 0.03% | 254 |
|
|
2023
Q3 | $263K | Sell |
7,934
-155
| -2% | -$5.14K | 0.03% | 267 |
|
|
2023
Q2 | $273K | Sell |
8,089
-826
| -9% | -$27.8K | 0.03% | 266 |
|
|
2023
Q1 | $287K | Sell |
8,915
-2,523
| -22% | -$81.1K | 0.04% | 251 |
|
|
2022
Q4 | $391K | Sell |
11,438
-119
| -1% | -$4.07K | 0.05% | 201 |
|
|
2022
Q3 | $351K | Sell |
11,557
-225
| -2% | -$6.83K | 0.05% | 208 |
|
|
2022
Q2 | $371K | Sell |
11,782
-30,875
| -72% | -$972K | 0.06% | 201 |
|
|
2022
Q1 | $1.64M | Buy |
42,657
+3,854
| +10% | +$148K | 0.23% | 61 |
|
|
2021
Q4 | $1.52M | Buy |
38,803
+5,315
| +16% | +$208K | 0.21% | 67 |
|
|
2021
Q3 | $1.26M | Buy |
33,488
+4,537
| +16% | +$170K | 0.2% | 73 |
|
|
2021
Q2 | $1.06M | Sell |
28,951
-2,194
| -7% | -$80.5K | 0.17% | 83 |
|
|
2021
Q1 | $1.06M | Buy |
+31,145
| New | +$1.06M | 0.17% | 82 |
|