Rice Partnership’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 | $149K | Buy |
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|
2025
Q1 | $125K | Hold |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $113K | Hold |
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|
2024
Q2 | $103K | Hold |
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|
2024
Q1 | $105K | Sell |
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|
2023
Q4 | $113K | Sell |
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|
2023
Q3 | $133K | Hold |
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|
2023
Q2 | $135K | Sell |
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|
2023
Q1 | $132K | Buy |
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|
2022
Q4 | $137K | Hold |
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|
2022
Q3 | $121K | Hold |
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|
2022
Q2 | $126K | Hold |
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|
2022
Q1 | $153K | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | $75K | Sell |
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|
2021
Q2 | $96K | Hold |
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|
2021
Q1 | $89K | Hold |
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|
2020
Q4 | $77K | Sell |
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|
2020
Q3 | $65K | Buy |
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|
2020
Q2 | $61K | Hold |
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|
2020
Q1 | $55K | Sell |
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|
2019
Q4 | $120K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $147K | Buy |
|