Mather Group’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
Q3 | $265K | Sell |
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|
2025
Q2 | $264K | Buy |
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|
2025
Q1 | $126K | Buy |
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|
2024
Q4 | $86K | Sell |
|
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|
2024
Q3 | $88.7K | Sell |
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|
2024
Q2 | $429K | Buy |
|
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|
2024
Q1 | $89.1K | Sell |
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|
2023
Q4 | $310K | Buy |
|
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $370K | Hold |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $402K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $315K | Buy |
|