RIA
Realta Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
55,798
+22,717
| +69% | +$1.19M | 1.15% | 21 |
|
|
2025
Q1 | $1.65M | Sell |
33,081
-11,279
| -25% | -$562K | 0.75% | 33 |
|
|
2024
Q4 | $2.16M | Sell |
44,360
-16,801
| -27% | -$816K | 0.88% | 25 |
|
|
2024
Q3 | $2.86M | Sell |
61,161
-32,493
| -35% | -$1.52M | 1.32% | 11 |
|
|
2024
Q2 | $3.85M | Sell |
93,654
-7,576
| -7% | -$311K | 0.75% | 20 |
|
|
2024
Q1 | $4.26M | Buy |
101,230
+21,828
| +27% | +$919K | 0.88% | 15 |
|
|
2023
Q4 | $2.99M | Buy |
79,402
+32,080
| +68% | +$1.21M | 0.67% | 21 |
|
|
2023
Q3 | $1.6M | Buy |
47,322
+252
| +0.5% | +$8.5K | 0.37% | 58 |
|
|
2023
Q2 | $1.59M | Sell |
47,070
-3,726
| -7% | -$126K | 0.35% | 62 |
|
|
2023
Q1 | $1.63M | Sell |
50,796
-1,111
| -2% | -$35.7K | 0.4% | 59 |
|
|
2022
Q4 | $1.78M | Buy |
51,907
+457
| +0.9% | +$15.6K | 0.43% | 53 |
|
|
2022
Q3 | $1.56M | Sell |
51,450
-413
| -0.8% | -$12.5K | 0.41% | 51 |
|
|
2022
Q2 | $1.65M | Sell |
51,863
-565
| -1% | -$18K | 0.41% | 51 |
|
|
2022
Q1 | $2.01M | Buy |
52,428
+2,251
| +4% | +$86.3K | 0.4% | 53 |
|
|
2021
Q4 | $1.96M | Buy |
50,177
+1,966
| +4% | +$76.8K | 0.43% | 49 |
|
|
2021
Q3 | $1.81M | Buy |
48,211
+2,483
| +5% | +$93.2K | 0.43% | 51 |
|
|
2021
Q2 | $1.68M | Buy |
45,728
+3,492
| +8% | +$128K | 0.4% | 55 |
|
|
2021
Q1 | $1.44M | Buy |
42,236
+1,171
| +3% | +$39.9K | 0.38% | 60 |
|
|
2020
Q4 | $1.21M | Sell |
41,065
-1,176
| -3% | -$34.7K | 0.34% | 62 |
|
|
2020
Q3 | $1.02M | Buy |
42,241
+2,015
| +5% | +$48.5K | 0.34% | 66 |
|
|
2020
Q2 | $931K | Buy |
40,226
+10,464
| +35% | +$242K | 0.31% | 75 |
|
|
2020
Q1 | $620K | Buy |
29,762
+6,885
| +30% | +$143K | 0.27% | 99 |
|
|
2019
Q4 | $692K | Sell |
22,877
-20,020
| -47% | -$606K | 0.19% | 134 |
|
|
2019
Q3 | $1.2M | Buy |
42,897
+976
| +2% | +$27.3K | 0.33% | 53 |
|
|
2019
Q2 | $1.16M | Buy |
41,921
+3,183
| +8% | +$87.9K | 0.32% | 58 |
|
|
2019
Q1 | $999K | Buy |
+38,738
| New | +$999K | 0.46% | 43 |
|