MTM Investment Management’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 | $2M | Sell |
38,254
-63
| -0.2% | -$3.3K | 0.67% | 38 |
|
|
2025
Q1 | $1.91M | Sell |
38,317
-289
| -0.7% | -$14.4K | 0.74% | 36 |
|
|
2024
Q4 | $1.87M | Buy |
38,606
+10
| +0% | +$483 | 0.72% | 39 |
|
|
2024
Q3 | $1.76M | Buy |
38,596
+345
| +0.9% | +$15.7K | 0.69% | 40 |
|
|
2024
Q2 | $1.57M | Buy |
38,251
+668
| +2% | +$27.5K | 0.64% | 42 |
|
|
2024
Q1 | $1.58M | Buy |
37,583
+332
| +0.9% | +$14K | 0.65% | 44 |
|
|
2023
Q4 | $1.4M | Buy |
37,251
+138
| +0.4% | +$5.19K | 0.64% | 44 |
|
|
2023
Q3 | $1.23M | Buy |
37,113
+195
| +0.5% | +$6.47K | 0.62% | 51 |
|
|
2023
Q2 | $1.24M | Buy |
36,918
+122
| +0.3% | +$4.11K | 0.61% | 51 |
|
|
2023
Q1 | $1.18M | Sell |
36,796
-129
| -0.3% | -$4.15K | 0.61% | 49 |
|
|
2022
Q4 | $1.26M | Buy |
36,925
+5,454
| +17% | +$187K | 0.66% | 45 |
|
|
2022
Q3 | $955K | Buy |
31,471
+699
| +2% | +$21.2K | 0.54% | 58 |
|
|
2022
Q2 | $981K | Buy |
30,772
+116
| +0.4% | +$3.7K | 0.53% | 58 |
|
|
2022
Q1 | $1.18M | Buy |
30,656
+379
| +1% | +$14.5K | 0.57% | 50 |
|
|
2021
Q4 | $1.18M | Buy |
30,277
+5
| +0% | +$195 | 0.56% | 52 |
|
|
2021
Q3 | $1.14M | Buy |
30,272
+4
| +0% | +$150 | 0.62% | 47 |
|
|
2021
Q2 | $1.11M | Buy |
30,268
+4
| +0% | +$147 | 0.58% | 55 |
|
|
2021
Q1 | $1.03M | Buy |
30,264
+547
| +2% | +$18.6K | 0.58% | 57 |
|
|
2020
Q4 | $876K | Buy |
+29,717
| New | +$876K | 0.54% | 59 |
|