N.E.W. Advisory Services’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
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $958K | Buy |
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|
2024
Q3 | $823K | Buy |
|
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|
2024
Q2 | $737K | Buy |
|
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|
2024
Q1 | $752K | Buy |
|
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|
2023
Q4 | $649K | Sell |
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|
2023
Q3 | $586K | Sell |
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|
2023
Q2 | $687K | Sell |
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|
2023
Q1 | $878K | Sell |
|
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|
2022
Q4 | $995K | Sell |
|
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|
2022
Q3 | $960K | Sell |
|
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|
2022
Q2 | $1.03M | Buy |
|
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|
2022
Q1 | $781K | Sell |
|
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.17M | Buy |
|
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|
2021
Q2 | $1.07M | Buy |
|
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|
2021
Q1 | $792K | Sell |
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|
2020
Q4 | $767K | Buy |
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|
2020
Q3 | $431K | Sell |
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|
2020
Q2 | $480K | Buy |
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|
2019
Q4 | $775K | Buy |
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