Poehling Capital Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Poehling Capital Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-53,011	Closed	-$2.64M	–	144
2025 Q1	$2.64M	Sell	53,011 -2,270	-4%	-$113K	0.67%	49
2024 Q4	$2.67M	Sell	55,281 -509	-0.9%	-$24.6K	0.66%	45
2024 Q3	$2.53M	Sell	55,790 -1,709	-3%	-$77.5K	0.65%	51
2024 Q2	$2.36M	Sell	57,499 -3,750	-6%	-$154K	0.65%	47
2024 Q1	$2.58M	Sell	61,249 -1,304	-2%	-$54.9K	0.69%	44
2023 Q4	$2.35M	Sell	62,553 -853	-1%	-$32.1K	0.74%	44
2023 Q3	$2.1M	Sell	63,406 -896	-1%	-$29.7K	0.74%	42
2023 Q2	$2.17M	Sell	64,302 -226	-0.4%	-$7.62K	0.73%	43
2023 Q1	$2.07M	Buy	64,528 +1,585	+3%	+$51K	0.7%	47
2022 Q4	$2.15M	Buy	62,943 +1,829	+3%	+$62.6K	0.81%	40
2022 Q3	$1.86M	Buy	61,114 +18,067	+42%	+$548K	0.78%	40
2022 Q2	$1.35M	Buy	43,047 +3,067	+8%	+$96.5K	0.51%	52
2022 Q1	$1.53M	Buy	39,980 +1,684	+4%	+$64.5K	0.47%	58
2021 Q4	$1.5M	Sell	38,296 -28	-0.1%	-$1.09K	0.48%	61
2021 Q3	$1.44M	Sell	38,324 -48,857	-56%	-$1.83M	0.49%	63
2021 Q2	$3.2M	Sell	87,181 -1,232	-1%	-$45.2K	1.02%	37
2021 Q1	$3.01M	Buy	88,413 +4,058	+5%	+$138K	1.05%	31
2020 Q4	$2.49M	Sell	84,355 -1,785	-2%	-$52.6K	0.99%	39
2020 Q3	$2.07M	Sell	86,140 -50,425	-37%	-$1.21M	1.06%	34
2020 Q2	$3.16M	Buy	136,565 +9,627	+8%	+$223K	1.7%	15
2020 Q1	$2.64M	Buy	126,938 +75,882	+149%	+$1.58M	1.94%	14
2019 Q4	$1.57M	Buy	51,056 +761	+2%	+$23.4K	1.03%	32
2019 Q3	$1.41M	Sell	50,295 -2,755	-5%	-$77.1K	1.03%	32
2019 Q2	$1.46M	Buy	53,050 +1,170	+2%	+$32.3K	0.98%	35
2019 Q1	$1.33M	Buy	51,880 +2,291	+5%	+$58.9K	0.97%	39
2018 Q4	$1.18M	Buy	49,589 +32,366	+188%	+$771K	1.14%	27
2018 Q3	$475K	Buy	17,223 +2,296	+15%	+$63.3K	0.34%	73
2018 Q2	$397K	Buy	14,927 +4,203	+39%	+$112K	0.35%	71
2018 Q1	$296K	Buy	10,724 +683	+7%	+$18.9K	0.24%	83
2017 Q4	$280K	Buy	+10,041	New	+$280K	0.24%	81