MSH Capital Advisors’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 | $535K | Buy |
10,224
+446
| +5% | +$23.4K | 0.15% | 154 |
|
|
2025
Q1 | $487K | Buy |
9,778
+2,978
| +44% | +$148K | 0.15% | 151 |
|
|
2024
Q4 | $329K | Sell |
6,800
-466
| -6% | -$22.5K | 0.1% | 179 |
|
|
2024
Q3 | $329K | Sell |
7,266
-365
| -5% | -$16.5K | 0.1% | 178 |
|
|
2024
Q2 | $314K | Sell |
7,631
-674
| -8% | -$27.7K | 0.1% | 180 |
|
|
2024
Q1 | $350K | Sell |
8,305
-45
| -0.5% | -$1.9K | 0.12% | 165 |
|
|
2023
Q4 | $314K | Buy |
8,350
+1,989
| +31% | +$74.8K | 0.12% | 157 |
|
|
2023
Q3 | $211K | Buy |
+6,361
| New | +$211K | 0.08% | 201 |
|
|
2023
Q1 | – | Sell |
-6,441
| Closed | -$220K | – | 205 |
|
|
2022
Q4 | $220K | Sell |
6,441
-299
| -4% | -$10.2K | 0.1% | 187 |
|
|
2022
Q3 | $205K | Sell |
6,740
-583
| -8% | -$17.7K | 0.1% | 179 |
|
|
2022
Q2 | $230K | Buy |
7,323
+240
| +3% | +$7.55K | 0.11% | 173 |
|
|
2022
Q1 | $271K | Buy |
7,083
+970
| +16% | +$37.2K | 0.11% | 167 |
|
|
2021
Q4 | $239K | Buy |
+6,113
| New | +$239K | 0.11% | 161 |
|