McKinley Carter Wealth Services’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 | $22.3M | Sell |
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|
2025
Q2 | $22.1M | Sell |
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|
2025
Q1 | $25.8M | Buy |
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|
2024
Q4 | $23.4M | Buy |
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|
2024
Q3 | $18.6M | Buy |
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|
2024
Q2 | $16.9M | Buy |
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|
2024
Q1 | $16.9M | Buy |
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|
2023
Q4 | $14.7M | Buy |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | $12.5M | Buy |
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|
2023
Q1 | $743K | Buy |
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|
2022
Q4 | $423K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | $230K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $15K | Buy |
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