Powell Investment 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 | $949K | Buy |
18,114
+25
| +0.1% | +$1.31K | 0.36% | 42 |
|
|
2025
Q1 | $901K | Buy |
18,089
+26
| +0.1% | +$1.3K | 0.44% | 32 |
|
|
2024
Q4 | $873K | Buy |
18,063
+2,051
| +13% | +$99.1K | 0.4% | 39 |
|
|
2024
Q3 | $726K | Buy |
16,012
+19
| +0.1% | +$861 | 0.34% | 47 |
|
|
2024
Q2 | $657K | Buy |
15,993
+17
| +0.1% | +$699 | 0.34% | 47 |
|
|
2024
Q1 | $673K | Buy |
15,976
+19
| +0.1% | +$800 | 0.36% | 46 |
|
|
2023
Q4 | $600K | Buy |
15,957
+26
| +0.2% | +$978 | 0.33% | 49 |
|
|
2023
Q3 | $528K | Buy |
15,931
+23
| +0.1% | +$763 | 0.32% | 54 |
|
|
2023
Q2 | $536K | Sell |
15,908
-15,976
| -50% | -$539K | 0.31% | 56 |
|
|
2023
Q1 | $1.03M | Buy |
31,884
+16,026
| +101% | +$515K | 0.57% | 27 |
|
|
2022
Q4 | $542K | Buy |
15,858
+32
| +0.2% | +$1.09K | 0.31% | 55 |
|
|
2022
Q3 | $480K | Sell |
15,826
-1,572
| -9% | -$47.7K | 0.31% | 54 |
|
|
2022
Q2 | $547K | Buy |
17,398
+1,626
| +10% | +$51.1K | 0.33% | 46 |
|
|
2022
Q1 | $604K | Buy |
15,772
+5,051
| +47% | +$193K | 0.35% | 42 |
|
|
2021
Q4 | $419K | Sell |
10,721
-20,235
| -65% | -$791K | 0.24% | 57 |
|
|
2021
Q3 | $1.16M | Buy |
30,956
+20,235
| +189% | +$760K | 0.72% | 20 |
|
|
2021
Q2 | $393K | Hold |
10,721
| – | – | 0.24% | 59 |
|
|
2021
Q1 | $365K | Buy |
10,721
+833
| +8% | +$28.4K | 0.24% | 56 |
|
|
2020
Q4 | $291K | Hold |
9,888
| – | – | 0.22% | 65 |
|
|
2020
Q3 | $238K | Buy |
9,888
+4,143
| +72% | +$99.7K | 0.2% | 76 |
|
|
2020
Q2 | $133K | Buy |
5,745
+4,436
| +339% | +$103K | 0.13% | 96 |
|
|
2020
Q1 | $27K | Buy |
+1,309
| New | +$27K | 0.03% | 107 |
|