Measured Wealth Private Client Group’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 | $3.82M | Buy |
72,943
+7,368
| +11% | +$386K | 1.14% | 20 |
|
|
2025
Q1 | $3.27M | Buy |
65,575
+55,257
| +536% | +$2.75M | 1.05% | 21 |
|
|
2024
Q4 | $499K | Buy |
10,318
+3,540
| +52% | +$171K | 0.16% | 85 |
|
|
2024
Q3 | $307K | Sell |
6,778
-5,506
| -45% | -$250K | 0.1% | 136 |
|
|
2024
Q2 | $505K | Buy |
12,284
+6,520
| +113% | +$268K | 0.18% | 89 |
|
|
2024
Q1 | $243K | Buy |
+5,764
| New | +$243K | 0.08% | 172 |
|
|
2018
Q4 | – | Sell |
-10,795
| Closed | -$298K | – | 724 |
|
|
2018
Q3 | $298K | Buy |
10,795
+250
| +2% | +$6.9K | 0.18% | 110 |
|
|
2018
Q2 | $280K | Buy |
+10,545
| New | +$280K | 0.23% | 108 |
|