Mitchell Sinkler & Starr’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 | $883K | Buy |
16,860
+1,000
| +6% | +$52.4K | 0.42% | 59 |
|
|
2025
Q1 | $790K | Hold |
15,860
| – | – | 0.22% | 73 |
|
|
2024
Q4 | $767K | Hold |
15,860
| – | – | 0.2% | 78 |
|
|
2024
Q3 | $719K | Hold |
15,860
| – | – | 0.18% | 89 |
|
|
2024
Q2 | $687K | Sell |
15,860
-7,100
| -31% | -$307K | 0.18% | 86 |
|
|
2024
Q1 | $967K | Sell |
22,960
-2,077
| -8% | -$87.5K | 0.24% | 76 |
|
|
2023
Q4 | $941K | Buy |
+25,037
| New | +$941K | 0.17% | 99 |
|
|
2023
Q3 | – | Sell |
-24,660
| Closed | -$831K | – | 143 |
|
|
2023
Q2 | $831K | Sell |
24,660
-4,975
| -17% | -$168K | 0.24% | 77 |
|
|
2023
Q1 | $953K | Sell |
29,635
-12,130
| -29% | -$390K | 0.28% | 69 |
|
|
2022
Q4 | $1.43M | Buy |
41,765
+3,860
| +10% | +$132K | 0.46% | 49 |
|
|
2022
Q3 | $1.15M | Sell |
37,905
-1,200
| -3% | -$36.4K | 0.45% | 50 |
|
|
2022
Q2 | $1.23M | Sell |
39,105
-540
| -1% | -$17K | 0.45% | 47 |
|
|
2022
Q1 | $1.52M | Sell |
39,645
-500
| -1% | -$19.2K | 0.48% | 43 |
|
|
2021
Q4 | $1.57M | Buy |
40,145
+8,365
| +26% | +$327K | 0.47% | 47 |
|
|
2021
Q3 | $1.19M | Hold |
31,780
| – | – | 1.08% | 38 |
|
|
2021
Q2 | $1.17M | Buy |
31,780
+430
| +1% | +$15.8K | 1.06% | 37 |
|
|
2021
Q1 | $1.07M | Buy |
31,350
+22,900
| +271% | +$779K | 1.03% | 38 |
|
|
2020
Q4 | $249K | Buy |
+8,450
| New | +$249K | 0.24% | 87 |
|
|
2020
Q2 | – | Sell |
-13,390
| Closed | -$279K | – | 97 |
|
|
2020
Q1 | $279K | Hold |
13,390
| – | – | 0.36% | 75 |
|
|
2019
Q4 | $412K | Buy |
+13,390
| New | +$412K | 0.44% | 64 |
|