Meridian Wealth Advisors’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 | $659K | Hold |
12,582
| – | – | 0.1% | 101 |
|
|
2025
Q1 | $627K | Hold |
12,582
| – | – | 0.11% | 99 |
|
|
2024
Q4 | $608K | Hold |
12,582
| – | – | 0.1% | 105 |
|
|
2024
Q3 | $570K | Sell |
12,582
-1,915
| -13% | -$86.8K | 0.1% | 102 |
|
|
2024
Q2 | $596K | Buy |
14,497
+112
| +0.8% | +$4.6K | 0.11% | 102 |
|
|
2024
Q1 | $606K | Hold |
14,385
| – | – | 0.11% | 101 |
|
|
2023
Q4 | $541K | Sell |
14,385
-1,363
| -9% | -$51.2K | 0.12% | 105 |
|
|
2023
Q3 | $522K | Buy |
15,748
+19
| +0.1% | +$630 | 0.13% | 103 |
|
|
2023
Q2 | $530K | Sell |
15,729
-1,419
| -8% | -$47.8K | 0.13% | 105 |
|
|
2023
Q1 | $551K | Buy |
17,148
+1,206
| +8% | +$38.8K | 0.14% | 104 |
|
|
2022
Q4 | $545K | Sell |
15,942
-1,271
| -7% | -$43.5K | 0.14% | 108 |
|
|
2022
Q3 | $523K | Buy |
17,213
+6
| +0% | +$182 | 0.15% | 106 |
|
|
2022
Q2 | $541K | Sell |
17,207
-243
| -1% | -$7.64K | 0.14% | 114 |
|
|
2022
Q1 | $669K | Buy |
17,450
+1,285
| +8% | +$49.3K | 0.16% | 110 |
|
|
2021
Q4 | $631K | Buy |
16,165
+156
| +1% | +$6.09K | 0.15% | 109 |
|
|
2021
Q3 | $601K | Buy |
16,009
+231
| +1% | +$8.67K | 0.17% | 107 |
|
|
2021
Q2 | $579K | Buy |
15,778
+2,020
| +15% | +$74.1K | 0.16% | 111 |
|
|
2021
Q1 | $468K | Buy |
13,758
+6
| +0% | +$204 | 0.16% | 115 |
|
|
2020
Q4 | $405K | Sell |
13,752
-363
| -3% | -$10.7K | 0.15% | 116 |
|
|
2020
Q3 | $340K | Buy |
14,115
+2,707
| +24% | +$65.2K | 0.15% | 119 |
|
|
2020
Q2 | $264K | Sell |
11,408
-5,926
| -34% | -$137K | 0.12% | 132 |
|
|
2020
Q1 | $361K | Buy |
17,334
+3,729
| +27% | +$77.7K | 0.2% | 92 |
|
|
2019
Q4 | $419K | Hold |
13,605
| – | – | 0.17% | 103 |
|
|
2019
Q3 | $381K | Buy |
13,605
+1,250
| +10% | +$35K | 0.16% | 106 |
|
|
2019
Q2 | $341K | Hold |
12,355
| – | – | 0.24% | 90 |
|
|
2019
Q1 | $318K | Sell |
12,355
-500
| -4% | -$12.9K | 0.23% | 88 |
|
|
2018
Q4 | $306K | Buy |
+12,855
| New | +$306K | 0.23% | 87 |
|