PSI 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 | $1.49M | Sell |
28,388
-1,885
| -6% | -$98.7K | 0.73% | 22 |
|
|
2025
Q1 | $1.51M | Buy |
30,273
+2,404
| +9% | +$120K | 0.49% | 33 |
|
|
2024
Q4 | $1.35M | Buy |
27,869
+888
| +3% | +$42.9K | 0.4% | 38 |
|
|
2024
Q3 | $1.22M | Buy |
26,981
+274
| +1% | +$12.4K | 0.36% | 47 |
|
|
2024
Q2 | $1.1M | Buy |
26,707
+3,434
| +15% | +$141K | 0.35% | 48 |
|
|
2024
Q1 | $980K | Sell |
23,273
-2,164
| -9% | -$91.1K | 0.35% | 52 |
|
|
2023
Q4 | $956K | Buy |
25,437
+472
| +2% | +$17.7K | 0.36% | 54 |
|
|
2023
Q3 | $828K | Sell |
24,965
-621
| -2% | -$20.6K | 0.36% | 50 |
|
|
2023
Q2 | $863K | Sell |
25,586
-388
| -1% | -$13.1K | 0.38% | 51 |
|
|
2023
Q1 | $835K | Buy |
25,974
+2,122
| +9% | +$68.2K | 0.4% | 49 |
|
|
2022
Q4 | $816K | Sell |
23,852
-5,096
| -18% | -$174K | 0.43% | 46 |
|
|
2022
Q3 | $879K | Sell |
28,948
-275
| -0.9% | -$8.35K | 0.46% | 42 |
|
|
2022
Q2 | $919K | Buy |
29,223
+1,786
| +7% | +$56.2K | 0.45% | 48 |
|
|
2022
Q1 | $1.05M | Buy |
27,437
+15,201
| +124% | +$582K | 0.43% | 47 |
|
|
2021
Q4 | $477K | Sell |
12,236
-2,248
| -16% | -$87.6K | 0.19% | 98 |
|
|
2021
Q3 | $543K | Buy |
14,484
+4,387
| +43% | +$164K | 0.25% | 75 |
|
|
2021
Q2 | $370K | Buy |
10,097
+283
| +3% | +$10.4K | 0.2% | 94 |
|
|
2021
Q1 | $334K | Sell |
9,814
-51
| -0.5% | -$1.74K | 0.2% | 94 |
|
|
2020
Q4 | $290K | Sell |
9,865
-1,300
| -12% | -$38.2K | 0.2% | 94 |
|
|
2020
Q3 | $268K | Buy |
11,165
+604
| +6% | +$14.5K | 0.2% | 93 |
|
|
2020
Q2 | $244K | Buy |
+10,561
| New | +$244K | 0.2% | 96 |
|
|
2020
Q1 | – | Sell |
-9,568
| Closed | -$294K | – | 618 |
|
|
2019
Q4 | $294K | Buy |
+9,568
| New | +$294K | 0.19% | 105 |
|