Means Investment Company’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 | $11.2M | Buy |
|
|||||
|
2025
Q2 | $9.48M | Buy |
|
|||||
|
2025
Q1 | $8.51M | Buy |
|
|||||
|
2024
Q4 | $960K | Buy |
|
|||||
|
2024
Q3 | $504K | Buy |
|
|||||
|
2024
Q2 | $457K | Sell |
|
|||||
|
2024
Q1 | $475K | Buy |
|
|||||
|
2023
Q4 | $424K | Sell |
|
|||||
|
2023
Q3 | $374K | Sell |
|
|||||
|
2023
Q2 | $399K | Sell |
|
|||||
|
2023
Q1 | $381K | Sell |
|
|||||
|
2022
Q4 | $409K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $218K | Buy |
|
|||||
|
2022
Q1 | $258K | Buy |
|