Mattern Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $362K | Hold |
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|
2025
Q2 | $352K | Hold |
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|
2025
Q1 | $335K | Hold |
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|
2024
Q4 | $325K | Hold |
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|
2024
Q3 | $305K | Hold |
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $238K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $920K | Buy |
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