Money Concepts Capital’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 | $509K | Sell |
9,719
-5,910
| -38% | -$310K | 0.03% | 301 |
|
2025
Q1 | $778K | Buy |
15,629
+414
| +3% | +$20.6K | 0.06% | 255 |
|
2024
Q4 | $735K | Sell |
15,215
-912
| -6% | -$44.1K | 0.05% | 248 |
|
2024
Q3 | $731K | Sell |
16,127
-50
| -0.3% | -$2.27K | 0.06% | 250 |
|
2024
Q2 | $665K | Sell |
16,177
-689
| -4% | -$28.3K | 0.06% | 256 |
|
2024
Q1 | $710K | Buy |
16,866
+689
| +4% | +$29K | 0.07% | 243 |
|
2023
Q4 | $608K | Buy |
16,177
+4,810
| +42% | +$181K | 0.06% | 244 |
|
2023
Q3 | $377K | Sell |
11,367
-270
| -2% | -$8.96K | 0.04% | 273 |
|
2023
Q2 | $392K | Sell |
11,637
-81,342
| -87% | -$2.74M | 0.04% | 281 |
|
2023
Q1 | $1.21M | Buy |
92,979
+33,704
| +57% | +$439K | 0.07% | 197 |
|
2022
Q4 | $2.03M | Buy |
59,275
+48,021
| +427% | +$1.64M | 0.09% | 191 |
|
2022
Q3 | $342K | Buy |
11,254
+10,241
| +1,011% | +$311K | 0.02% | 348 |
|
2022
Q2 | $32K | Sell |
1,013
-57,732
| -98% | -$1.82M | ﹤0.01% | 788 |
|
2022
Q1 | $2.25M | Buy |
58,745
+51,700
| +734% | +$1.98M | 0.13% | 176 |
|
2021
Q4 | $275K | Buy |
+7,045
| New | +$275K | 0.02% | 429 |
|
2021
Q1 | $1.65M | Sell |
48,538
-2,222
| -4% | -$75.7K | 0.13% | 162 |
|
2020
Q4 | $1.5M | Buy |
+50,760
| New | +$1.5M | 0.14% | 148 |
|