Next Capital Management’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 | $1.7M | Buy |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.44M | Hold |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $2.74M | Sell |
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|
2023
Q2 | $4.76M | Sell |
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|
2023
Q1 | $7.3M | Sell |
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|
2022
Q4 | $7.78M | Sell |
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|
2022
Q3 | $7.27M | Sell |
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|
2022
Q2 | $7.72M | Sell |
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|
2022
Q1 | $9.41M | Buy |
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|
2021
Q4 | $9.25M | Buy |
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|
2021
Q3 | $8.06M | Buy |
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|
2021
Q2 | $7.17M | Buy |
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|
2021
Q1 | $5.17M | Buy |
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|
2020
Q4 | $3.3M | Buy |
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|
2020
Q3 | $260K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $114K | Hold |
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|
2019
Q2 | $112K | Hold |
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|
2019
Q1 | $104K | Hold |
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|
2018
Q4 | $97K | Buy |
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