Per Stirling Capital Management’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 | – | Sell |
-31,413
| Closed | -$1.56M | – | 291 |
|
|
2025
Q1 | $1.56M | Buy |
31,413
+1,931
| +7% | +$96.2K | 0.23% | 84 |
|
|
2024
Q4 | $1.42M | Buy |
29,482
+1,501
| +5% | +$72.5K | 0.2% | 86 |
|
|
2024
Q3 | $1.27M | Buy |
+27,981
| New | +$1.27M | 0.18% | 96 |
|
|
2024
Q2 | – | Sell |
-29,240
| Closed | -$1.23M | – | 251 |
|
|
2024
Q1 | $1.23M | Buy |
29,240
+1,116
| +4% | +$47K | 0.21% | 74 |
|
|
2023
Q4 | $1.06M | Buy |
28,124
+6,484
| +30% | +$244K | 0.19% | 81 |
|
|
2023
Q3 | $718K | Buy |
+21,640
| New | +$718K | 0.15% | 92 |
|
|
2023
Q1 | – | Sell |
-7,603
| Closed | -$260K | – | 219 |
|
|
2022
Q4 | $260K | Buy |
+7,603
| New | +$260K | 0.05% | 175 |
|