MMG
Monetary Management Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.86M | Buy |
35,425
+200
| +0.6% | +$10.5K | 0.46% | 47 |
|
2025
Q1 | $1.75M | Sell |
35,225
-1,525
| -4% | -$76K | 0.47% | 47 |
|
2024
Q4 | $1.78M | Buy |
36,750
+200
| +0.5% | +$9.67K | 0.46% | 48 |
|
2024
Q3 | $1.66M | Buy |
36,550
+1,000
| +3% | +$45.3K | 0.43% | 51 |
|
2024
Q2 | $1.46M | Buy |
35,550
+1,500
| +4% | +$61.7K | 0.39% | 54 |
|
2024
Q1 | $1.43M | Sell |
34,050
-400
| -1% | -$16.8K | 0.4% | 55 |
|
2023
Q4 | $1.3M | Buy |
34,450
+1,000
| +3% | +$37.6K | 0.4% | 63 |
|
2023
Q3 | $1.11M | Buy |
33,450
+700
| +2% | +$23.2K | 0.37% | 66 |
|
2023
Q2 | $1.1M | Buy |
32,750
+200
| +0.6% | +$6.74K | 0.34% | 77 |
|
2023
Q1 | $1.05M | Sell |
32,550
-1,400
| -4% | -$45K | 0.31% | 82 |
|
2022
Q4 | $1.16M | Hold |
33,950
| – | – | 0.36% | 73 |
|
2022
Q3 | $1.03M | Hold |
33,950
| – | – | 0.34% | 74 |
|
2022
Q2 | $1.07M | Buy |
33,950
+1,100
| +3% | +$34.6K | 0.33% | 74 |
|
2022
Q1 | $1.26M | Hold |
32,850
| – | – | 0.33% | 73 |
|
2021
Q4 | $1.28M | Buy |
32,850
+2,300
| +8% | +$89.8K | 0.32% | 76 |
|
2021
Q3 | $1.15M | Sell |
30,550
-4,050
| -12% | -$152K | 0.32% | 74 |
|
2021
Q2 | $1.27M | Hold |
34,600
| – | – | 0.38% | 61 |
|
2021
Q1 | $1.18M | Buy |
34,600
+800
| +2% | +$27.2K | 0.37% | 65 |
|
2020
Q4 | $996K | Buy |
33,800
+300
| +0.9% | +$8.84K | 0.33% | 72 |
|
2020
Q3 | $806K | Buy |
33,500
+500
| +2% | +$12K | 0.29% | 81 |
|
2020
Q2 | $764K | Sell |
33,000
-1,200
| -4% | -$27.8K | 0.29% | 80 |
|
2020
Q1 | $712K | Sell |
34,200
-2,200
| -6% | -$45.8K | 0.32% | 76 |
|
2019
Q4 | $1.12M | Buy |
36,400
+4,700
| +15% | +$145K | 0.41% | 68 |
|
2019
Q3 | $888K | Sell |
31,700
-5,200
| -14% | -$146K | 0.34% | 78 |
|
2019
Q2 | $1.02M | Sell |
36,900
-1,000
| -3% | -$27.6K | 0.39% | 78 |
|
2019
Q1 | $974K | Hold |
37,900
| – | – | 0.39% | 77 |
|
2018
Q4 | $903K | Sell |
37,900
-9,500
| -20% | -$226K | 0.41% | 71 |
|
2018
Q3 | $1.31M | Sell |
47,400
-3,700
| -7% | -$102K | 0.5% | 58 |
|
2018
Q2 | $1.36M | Buy |
51,100
+1,400
| +3% | +$37.2K | 0.55% | 48 |
|
2018
Q1 | $1.37M | Hold |
49,700
| – | – | 0.57% | 49 |
|
2017
Q4 | $1.39M | Hold |
49,700
| – | – | 0.56% | 50 |
|
2017
Q3 | $1.29M | Buy |
49,700
+1,000
| +2% | +$25.9K | 0.54% | 53 |
|
2017
Q2 | $1.2M | Buy |
48,700
+9,000
| +23% | +$222K | 0.49% | 63 |
|
2017
Q1 | $942K | Sell |
39,700
-5,300
| -12% | -$126K | 0.41% | 69 |
|
2016
Q4 | $1.05M | Buy |
45,000
+27,500
| +157% | +$639K | 0.48% | 64 |
|
2016
Q3 | $338K | Buy |
17,500
+800
| +5% | +$15.5K | 0.16% | 113 |
|
2016
Q2 | $382K | Buy |
16,700
+9,100
| +120% | +$208K | 0.18% | 106 |
|
2016
Q1 | $171K | Buy |
+7,600
| New | +$171K | 0.08% | 147 |
|