Montag & Associates’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 | $1.96M | Sell |
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|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $908K | Hold |
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|
2022
Q2 | $940K | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.79M | Hold |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.65M | Hold |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $839K | Sell |
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|
2020
Q2 | $833K | Sell |
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|
2020
Q1 | $755K | Sell |
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|
2019
Q4 | $1.49M | Sell |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.58M | Sell |
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|
2019
Q1 | $4.43M | Sell |
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|
2018
Q4 | $4.22M | Sell |
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|
2018
Q3 | $6.63M | Sell |
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|
2018
Q2 | $7.57M | Sell |
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|
2018
Q1 | $8.9M | Sell |
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|
2017
Q4 | $9.78M | Sell |
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|
2017
Q3 | $9.26M | Buy |
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|
2017
Q2 | $8.44M | Sell |
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|
2017
Q1 | $9.67M | Buy |
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|
2016
Q4 | $9.36M | Buy |
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|
2016
Q3 | $4.33M | Buy |
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|
2016
Q2 | $208K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $273K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $270K | Hold |
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|
2014
Q4 | $277K | Hold |
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|
2014
Q3 | $260K | Buy |
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