Mutual Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Mutual Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.25M	Buy	154,370 +2,945	+2%	+$157K	0.21%	102
2025 Q1	$7.27M	Sell	151,425 -94,325	-38%	-$4.53M	0.21%	95
2024 Q4	$12.2M	Buy	245,750 +100,843	+70%	+$5.02M	0.35%	45
2024 Q3	$6.83M	Sell	144,907 -72,473	-33%	-$3.42M	0.2%	91
2024 Q2	$9.42M	Buy	217,380 +50,258	+30%	+$2.18M	0.28%	66
2024 Q1	$7.04M	Sell	167,122 -5,725	-3%	-$241K	0.23%	89
2023 Q4	$6.5M	Sell	172,847 -160,440	-48%	-$6.03M	0.23%	92
2023 Q3	$11.1M	Buy	333,287 +129,147	+63%	+$4.28M	0.43%	35
2023 Q2	$6.88M	Sell	204,140 -933	-0.5%	-$31.5K	0.26%	77
2023 Q1	$6.59M	Buy	205,073 +34,103	+20%	+$1.1M	0.27%	75
2022 Q4	$5.85M	Buy	170,970 +7,646	+5%	+$261K	0.26%	79
2022 Q3	$4.96M	Buy	163,324 +44,455	+37%	+$1.35M	0.26%	79
2022 Q2	$3.74M	Sell	118,869 -34,391	-22%	-$1.08M	0.25%	91
2022 Q1	$5.87M	Buy	153,260 +9,756	+7%	+$374K	0.33%	63
2021 Q4	$5.6M	Sell	143,504 -22,677	-14%	-$886K	0.3%	72
2021 Q3	$6.24M	Buy	166,181 +74,501	+81%	+$2.8M	0.37%	56
2021 Q2	$3.36M	Sell	91,680 -47,684	-34%	-$1.75M	0.2%	126
2021 Q1	$4.75M	Buy	139,364 +57,427	+70%	+$1.96M	0.32%	70
2020 Q4	$2.42M	Buy	81,937 +16,095	+24%	+$474K	0.18%	129
2020 Q3	$1.59M	Sell	65,842 -405	-0.6%	-$9.75K	0.14%	172
2020 Q2	$1.53M	Buy	66,247 +41,605	+169%	+$963K	0.15%	159
2020 Q1	$513K	Sell	24,642 -183,779	-88%	-$3.83M	0.07%	286
2019 Q4	$6.42M	Buy	208,421 +169,240	+432%	+$5.21M	0.68%	26
2019 Q3	$1.1M	Sell	39,181 -3,100	-7%	-$86.8K	0.14%	171
2019 Q2	$1.17M	Sell	42,281 -819	-2%	-$22.6K	0.15%	173
2019 Q1	$1.11M	Buy	43,100 +10,353	+32%	+$266K	0.16%	151
2018 Q4	$780K	Sell	32,747 -2,083	-6%	-$49.6K	0.15%	167
2018 Q3	$961K	Buy	34,830 +1,126	+3%	+$31.1K	0.15%	175
2018 Q2	$896K	Buy	33,704 +2,189	+7%	+$58.2K	0.2%	155
2018 Q1	$869K	Buy	31,515 +13,048	+71%	+$360K	0.22%	147
2017 Q4	$515K	Buy	+18,467	New	+$515K	0.19%	152