Principle Wealth Partners’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
Q2 | $714K | Buy |
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|
2025
Q1 | $636K | Sell |
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|
2024
Q4 | $677K | Sell |
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|
2024
Q3 | $698K | Hold |
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|
2024
Q2 | $633K | Hold |
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|
2024
Q1 | $649K | Hold |
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|
2023
Q4 | $579K | Buy |
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|
2023
Q3 | $508K | Sell |
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|
2023
Q2 | $680K | Sell |
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|
2023
Q1 | $705K | Sell |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.47K | Sell |
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|
2022
Q2 | $2.21M | Sell |
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|
2022
Q1 | $3.02M | Buy |
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|
2021
Q4 | $2.87M | Buy |
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|
2021
Q3 | $2.58M | Buy |
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|
2021
Q2 | $2.46M | Buy |
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|
2021
Q1 | $2.18M | Buy |
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|
2020
Q4 | $1.88M | Buy |
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|
2020
Q3 | $436K | Buy |
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|
2020
Q2 | $409K | Buy |
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|
2020
Q1 | $366K | Sell |
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|
2019
Q4 | $618K | Hold |
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|
2019
Q3 | $562K | Buy |
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|
2019
Q2 | $403K | Sell |
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|
2019
Q1 | $426K | Sell |
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|
2018
Q4 | $434K | Buy |
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