Okabena Investment Services’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 | $2.48M | Buy |
47,442
+1,293
| +3% | +$67.7K | 0.55% | 34 |
|
|
2025
Q1 | $2.3M | Buy |
46,149
+333
| +0.7% | +$16.6K | 0.58% | 39 |
|
|
2024
Q4 | $2.21M | Buy |
45,816
+3,196
| +7% | +$154K | 0.62% | 38 |
|
|
2024
Q3 | $1.93M | Hold |
42,620
| – | – | 0.54% | 37 |
|
|
2024
Q2 | $1.75M | Hold |
42,620
| – | – | 0.56% | 37 |
|
|
2024
Q1 | $1.8M | Sell |
42,620
-334
| -0.8% | -$14.1K | 0.6% | 40 |
|
|
2023
Q4 | $1.62M | Buy |
+42,954
| New | +$1.62M | 0.63% | 43 |
|
|
2020
Q2 | – | Sell |
-3,561
| Closed | -$74K | – | 90 |
|
|
2020
Q1 | $74K | Hold |
3,561
| – | – | 0.08% | 67 |
|
|
2019
Q4 | $110K | Buy |
+3,561
| New | +$110K | 0.1% | 60 |
|