Means Investment Company’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 | $9.48M | Buy |
181,043
+10,287
| +6% | +$539K | 0.9% | 20 |
|
|
2025
Q1 | $8.51M | Buy |
170,756
+150,891
| +760% | +$7.52M | 0.9% | 20 |
|
|
2024
Q4 | $960K | Buy |
19,865
+8,755
| +79% | +$423K | 0.1% | 98 |
|
|
2024
Q3 | $504K | Buy |
11,110
+3
| +0% | +$136 | 0.06% | 123 |
|
|
2024
Q2 | $457K | Sell |
11,107
-164
| -1% | -$6.74K | 0.05% | 125 |
|
|
2024
Q1 | $475K | Buy |
11,271
+4
| +0% | +$168 | 0.06% | 129 |
|
|
2023
Q4 | $424K | Sell |
11,267
-9
| -0.1% | -$338 | 0.06% | 132 |
|
|
2023
Q3 | $374K | Sell |
11,276
-553
| -5% | -$18.3K | 0.06% | 138 |
|
|
2023
Q2 | $399K | Sell |
11,829
-15
| -0.1% | -$506 | 0.06% | 134 |
|
|
2023
Q1 | $381K | Sell |
11,844
-108
| -0.9% | -$3.47K | 0.07% | 136 |
|
|
2022
Q4 | $409K | Buy |
+11,952
| New | +$409K | 0.08% | 130 |
|
|
2022
Q3 | – | Sell |
-6,941
| Closed | -$218K | – | 194 |
|
|
2022
Q2 | $218K | Buy |
6,941
+212
| +3% | +$6.66K | 0.05% | 179 |
|
|
2022
Q1 | $258K | Buy |
+6,729
| New | +$258K | 0.05% | 170 |
|