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