OneDigital Investment Advisors’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 | $6.59M | Buy |
|
|||||
|
2025
Q2 | $6.34M | Sell |
|
|||||
|
2025
Q1 | $6.09M | Buy |
|
|||||
|
2024
Q4 | $5.83M | Sell |
|
|||||
|
2024
Q3 | $5.82M | Sell |
|
|||||
|
2024
Q2 | $5.37M | Buy |
|
|||||
|
2024
Q1 | $4.67M | Buy |
|
|||||
|
2023
Q4 | $4.08M | Sell |
|
|||||
|
2023
Q3 | $4M | Sell |
|
|||||
|
2023
Q2 | $4.23M | Sell |
|
|||||
|
2023
Q1 | $5.31M | Buy |
|
|||||
|
2022
Q4 | $5.17M | Buy |
|
|||||
|
2022
Q3 | $2.07M | Sell |
|
|||||
|
2022
Q2 | $2.17M | Buy |
|
|||||
|
2022
Q1 | $1.15M | Buy |
|
|||||
|
2021
Q4 | $1.02M | Sell |
|
|||||
|
2021
Q3 | $1.11M | Buy |
|
|||||
|
2021
Q2 | $980K | Buy |
|
|||||
|
2021
Q1 | $887K | Sell |
|
|||||
|
2020
Q4 | $820K | Buy |
|
|||||
|
2020
Q3 | $555K | Sell |
|
|||||
|
2020
Q2 | $576K | Buy |
|
|||||
|
2020
Q1 | $297K | Sell |
|
|||||
|
2019
Q4 | $582K | Sell |
|
|||||
|
2019
Q3 | $600K | Buy |
|
|||||
|
2019
Q2 | $233K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $6K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $49K | Buy |
|
|||||
|
2018
Q1 | $42K | Buy |
|
|||||
|
2017
Q4 | $25K | Buy |
|
|||||
|
2017
Q3 | $2K | Sell |
|
|||||
|
2017
Q2 | $19K | Buy |
|