Meridian Financial’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 | $467K | Buy |
8,913
+660
| +8% | +$34.6K | 0.3% | 63 |
|
|
2025
Q1 | $411K | Buy |
8,253
+475
| +6% | +$23.7K | 0.29% | 65 |
|
|
2024
Q4 | $376K | Buy |
7,778
+798
| +11% | +$38.6K | 0.26% | 70 |
|
|
2024
Q3 | $316K | Buy |
6,980
+402
| +6% | +$18.2K | 0.21% | 96 |
|
|
2024
Q2 | $270K | Buy |
6,578
+727
| +12% | +$29.9K | 0.2% | 98 |
|
|
2024
Q1 | $246K | Sell |
5,851
-174
| -3% | -$7.33K | 0.18% | 104 |
|
|
2023
Q4 | $227K | Buy |
+6,025
| New | +$227K | 0.18% | 101 |
|