Parkside Advisors’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 | $1.06M | Hold |
20,229
| – | – | 0.23% | 41 |
|
|
2025
Q1 | $1.01M | Hold |
20,229
| – | – | 0.24% | 40 |
|
|
2024
Q4 | $978K | Hold |
20,229
| – | – | 0.23% | 40 |
|
|
2024
Q3 | $917K | Hold |
20,229
| – | – | 0.22% | 40 |
|
|
2024
Q2 | $832K | Hold |
20,229
| – | – | 0.21% | 40 |
|
|
2024
Q1 | $852K | Sell |
20,229
-59
| -0.3% | -$2.49K | 0.22% | 42 |
|
|
2023
Q4 | $763K | Hold |
20,288
| – | – | 0.21% | 38 |
|
|
2023
Q3 | $673K | Sell |
20,288
-300
| -1% | -$9.95K | 0.21% | 37 |
|
|
2023
Q2 | $694K | Hold |
20,588
| – | – | 0.22% | 35 |
|
|
2023
Q1 | $662K | Sell |
20,588
-4,508
| -18% | -$145K | 0.22% | 35 |
|
|
2022
Q4 | $858K | Buy |
+25,096
| New | +$858K | 0.3% | 38 |
|