Modera Wealth Management’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 | $607K | Buy |
11,598
+227
| +2% | +$11.9K | 0.01% | 411 |
|
|
2025
Q1 | $566K | Sell |
11,371
-1,128
| -9% | -$56.2K | 0.01% | 408 |
|
|
2024
Q4 | $604K | Buy |
12,499
+2,346
| +23% | +$113K | 0.01% | 400 |
|
|
2024
Q3 | $460K | Buy |
10,153
+180
| +2% | +$8.16K | 0.01% | 426 |
|
|
2024
Q2 | $410K | Buy |
9,973
+108
| +1% | +$4.44K | 0.01% | 423 |
|
|
2024
Q1 | $416K | Buy |
9,865
+301
| +3% | +$12.7K | 0.01% | 421 |
|
|
2023
Q4 | $360K | Sell |
9,564
-1,919
| -17% | -$72.2K | 0.01% | 435 |
|
|
2023
Q3 | $381K | Sell |
11,483
-904
| -7% | -$30K | 0.01% | 400 |
|
|
2023
Q2 | $418K | Buy |
+12,387
| New | +$418K | 0.01% | 409 |
|