Patten Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $274K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q4 | $222K | Buy |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Sell |
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|
2019
Q3 | $207K | Sell |
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|
2019
Q2 | $209K | Sell |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q4 | $196K | Sell |
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|
2018
Q3 | $444K | Sell |
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|
2018
Q2 | $509K | Buy |
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|
2018
Q1 | $522K | Sell |
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|
2017
Q4 | $533K | Buy |
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|
2017
Q3 | $487K | Buy |
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|
2017
Q2 | $469K | Buy |
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|
2017
Q1 | $147K | Buy |
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|
2016
Q4 | $143K | Sell |
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|
2016
Q3 | $120K | Sell |
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|
2016
Q2 | $144K | Sell |
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|
2016
Q1 | $145K | Sell |
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|
2015
Q4 | $162K | Sell |
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|
2015
Q3 | $178K | Hold |
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|
2015
Q2 | $192K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $192K | Buy |
|