O'Rourke & Company’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
$946K Buy
2025
Q2
$901K Buy
2025
Q1
$843K Buy
2024
Q4
$787K Buy
2024
Q3
$697K Buy
2024
Q2
$614K Buy
2024
Q1
$609K Buy
2023
Q4
$431K Buy
2023
Q3
$377K Buy
2023
Q2
$372K Buy
2023
Q1
$348K Sell
2022
Q4
$432K Buy
2022
Q3
$379K Buy
2022
Q2
$388K Buy
2022
Q1
$461K Buy
2021
Q4
$426K Buy