Principle Wealth Partners’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 | $714K | Buy |
13,635
+874
| +7% | +$45.8K | 0.04% | 189 |
|
|
2025
Q1 | $636K | Sell |
12,761
-1,248
| -9% | -$62.2K | 0.05% | 200 |
|
|
2024
Q4 | $677K | Sell |
14,009
-1,392
| -9% | -$67.3K | 0.05% | 191 |
|
|
2024
Q3 | $698K | Hold |
15,401
| – | – | 0.05% | 191 |
|
|
2024
Q2 | $633K | Hold |
15,401
| – | – | 0.05% | 191 |
|
|
2024
Q1 | $649K | Hold |
15,401
| – | – | 0.05% | 193 |
|
|
2023
Q4 | $579K | Buy |
15,401
+79
| +0.5% | +$2.97K | 0.05% | 198 |
|
|
2023
Q3 | $508K | Sell |
15,322
-4,838
| -24% | -$160K | 0.05% | 203 |
|
|
2023
Q2 | $680K | Sell |
20,160
-1,783
| -8% | -$60.1K | 0.07% | 173 |
|
|
2023
Q1 | $705K | Sell |
21,943
-16,118
| -42% | -$518K | 0.08% | 164 |
|
|
2022
Q4 | $1.3M | Sell |
38,061
-10,417
| -21% | -$356K | 0.15% | 111 |
|
|
2022
Q3 | $1.47K | Sell |
48,478
-21,855
| -31% | -$664 | 0.14% | 97 |
|
|
2022
Q2 | $2.21M | Sell |
70,333
-8,510
| -11% | -$268K | 0.27% | 86 |
|
|
2022
Q1 | $3.02M | Buy |
78,843
+5,432
| +7% | +$208K | 0.32% | 73 |
|
|
2021
Q4 | $2.87M | Buy |
73,411
+4,539
| +7% | +$177K | 0.3% | 71 |
|
|
2021
Q3 | $2.59M | Buy |
68,872
+1,804
| +3% | +$67.7K | 0.3% | 74 |
|
|
2021
Q2 | $2.46M | Buy |
67,068
+2,952
| +5% | +$108K | 0.28% | 77 |
|
|
2021
Q1 | $2.18M | Buy |
64,116
+452
| +0.7% | +$15.4K | 0.26% | 81 |
|
|
2020
Q4 | $1.88M | Buy |
63,664
+45,569
| +252% | +$1.34M | 0.25% | 83 |
|
|
2020
Q3 | $436K | Buy |
18,095
+436
| +2% | +$10.5K | 0.12% | 97 |
|
|
2020
Q2 | $409K | Buy |
17,659
+74
| +0.4% | +$1.71K | 0.12% | 98 |
|
|
2020
Q1 | $366K | Sell |
17,585
-2,500
| -12% | -$52K | 0.14% | 99 |
|
|
2019
Q4 | $618K | Hold |
20,085
| – | – | 0.2% | 89 |
|
|
2019
Q3 | $562K | Buy |
20,085
+5,500
| +38% | +$154K | 0.19% | 90 |
|
|
2019
Q2 | $403K | Sell |
14,585
-1,975
| -12% | -$54.6K | 0.21% | 88 |
|
|
2019
Q1 | $426K | Sell |
16,560
-1,650
| -9% | -$42.4K | 0.24% | 75 |
|
|
2018
Q4 | $434K | Buy |
+18,210
| New | +$434K | 0.36% | 62 |
|