McAdam LLC’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 | $308K | Buy |
5,878
+98
| +2% | +$5.13K | 0.02% | 280 |
|
2025
Q1 | $288K | Buy |
+5,780
| New | +$288K | 0.02% | 267 |
|
2024
Q3 | – | Sell |
-7,599
| Closed | -$312K | – | 349 |
|
2024
Q2 | $312K | Buy |
+7,599
| New | +$312K | 0.02% | 232 |
|
2018
Q4 | – | Sell |
-8,319
| Closed | -$230K | – | 632 |
|
2018
Q3 | $230K | Buy |
8,319
+2,653
| +47% | +$73.3K | 0.08% | 57 |
|
2018
Q2 | $151K | Buy |
5,666
+2,455
| +76% | +$65.4K | 0.06% | 74 |
|
2018
Q1 | $89K | Buy |
+3,211
| New | +$89K | 0.04% | 110 |
|