Midwest Professional Planners Ltd (MPPL)’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 | $3.02M | Buy |
57,708
+1,846
| +3% | +$96.7K | 0.8% | 42 |
|
|
2025
Q1 | $2.78M | Buy |
55,862
+1,436
| +3% | +$71.5K | 0.87% | 38 |
|
|
2024
Q4 | $2.63M | Buy |
+54,426
| New | +$2.63M | 0.79% | 39 |
|
|
2024
Q2 | – | Sell |
-66,409
| Closed | -$2.8M | – | 152 |
|
|
2024
Q1 | $2.8M | Sell |
66,409
-6,043
| -8% | -$255K | 0.98% | 27 |
|
|
2023
Q4 | $2.72M | Buy |
+72,452
| New | +$2.72M | 1.09% | 27 |
|
|
2023
Q1 | – | Sell |
-84,347
| Closed | -$2.88M | – | 132 |
|
|
2022
Q4 | $2.88M | Buy |
84,347
+22,722
| +37% | +$777K | 1.6% | 13 |
|
|
2022
Q3 | $1.87M | Buy |
+61,625
| New | +$1.87M | 1.12% | 21 |
|
|
2022
Q2 | – | Sell |
-111,011
| Closed | -$4.25M | – | 125 |
|
|
2022
Q1 | $4.25M | Buy |
+111,011
| New | +$4.25M | 2.09% | 12 |
|
|
2021
Q3 | – | Sell |
-44,199
| Closed | -$1.62M | – | 124 |
|
|
2021
Q2 | $1.62M | Buy |
+44,199
| New | +$1.62M | 0.85% | 28 |
|
|
2021
Q1 | – | Sell |
-38,764
| Closed | -$1.14M | – | 122 |
|
|
2020
Q4 | $1.14M | Buy |
+38,764
| New | +$1.14M | 0.7% | 35 |
|
|
2020
Q3 | – | Sell |
-26,065
| Closed | -$603K | – | 105 |
|
|
2020
Q2 | $603K | Buy |
+26,065
| New | +$603K | 0.47% | 59 |
|
|
2020
Q1 | – | Sell |
-84,337
| Closed | -$2.6M | – | 95 |
|
|
2019
Q4 | $2.6M | Buy |
+84,337
| New | +$2.6M | 2.12% | 14 |
|
|
2018
Q3 | – | Sell |
-3,942
| Closed | -$105K | – | 300 |
|
|
2018
Q2 | $105K | Sell |
3,942
-90,394
| -96% | -$2.41M | 0.09% | 113 |
|
|
2018
Q1 | $2.6M | Buy |
94,336
+88,489
| +1,513% | +$2.44M | 2.34% | 14 |
|
|
2017
Q4 | $163K | Buy |
+5,847
| New | +$163K | 0.15% | 99 |
|