Orion Portfolio Solutions’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
Q1 | $3.2M | Buy |
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|
2024
Q4 | $2.47M | Buy |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $2.52M | Sell |
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|
2024
Q1 | $2.86M | Buy |
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|
2023
Q4 | $2.33M | Sell |
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|
2023
Q3 | $2.52M | Buy |
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|
2023
Q2 | $2.56M | Sell |
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|
2023
Q1 | $4M | Buy |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $14.3M | Sell |
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|
2020
Q3 | $11.7M | Sell |
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|
2020
Q2 | $12M | Sell |
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|
2020
Q1 | $12M | Sell |
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|
2019
Q4 | $18M | Buy |
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