O'Shaughnessy Asset 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 | $4.8M | Buy |
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|
2025
Q1 | $4.09M | Buy |
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|
2024
Q4 | $3.58M | Buy |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $959K | Buy |
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|
2023
Q4 | $815K | Sell |
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|
2023
Q3 | $837K | Buy |
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|
2023
Q2 | $632K | Buy |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $546K | Buy |
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|
2022
Q3 | $427K | Buy |
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|
2022
Q2 | $151K | Sell |
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|
2022
Q1 | $195K | Buy |
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|
2021
Q4 | $196K | Hold |
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|
2021
Q3 | $188K | Sell |
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|
2021
Q2 | $191K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $0 | Buy |
|