Moneta Group Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.84M | Sell |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $778K | Sell |
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|
2023
Q2 | $798K | Sell |
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|
2023
Q1 | $819K | Buy |
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|
2022
Q4 | $885K | Sell |
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|
2022
Q3 | $805K | Sell |
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|
2022
Q2 | $940K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $815K | Buy |
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|
2021
Q3 | $737K | Buy |
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|
2021
Q2 | $601K | Buy |
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|
2021
Q1 | $543K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Sell |
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|
2019
Q3 | $370K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $75K | Sell |
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|
2018
Q2 | $110K | Buy |
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