NewEdge Wealth’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 | $2.26M | Sell |
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|
2025
Q2 | $2.3M | Buy |
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|
2025
Q1 | $2.22M | Buy |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.1M | Buy |
|
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $417K | Sell |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $6.05M | Buy |
|
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|
2022
Q1 | $6.96M | Sell |
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|
2021
Q4 | $7.83M | Buy |
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|
2021
Q3 | $6.85M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $943K | Buy |
|