Powell Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $977K | Buy |
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|
2025
Q2 | $949K | Buy |
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|
2025
Q1 | $901K | Buy |
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|
2024
Q4 | $873K | Buy |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $657K | Buy |
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|
2024
Q1 | $673K | Buy |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $528K | Buy |
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|
2023
Q2 | $536K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $542K | Buy |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $547K | Buy |
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|
2022
Q1 | $604K | Buy |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $393K | Hold |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $291K | Hold |
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|
2020
Q3 | $238K | Buy |
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|
2020
Q2 | $133K | Buy |
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|
2020
Q1 | $27K | Buy |
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