Rise Advisors’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
Q3 | $6.21M | Buy |
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|
2025
Q2 | $5.72M | Buy |
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|
2025
Q1 | $5.32M | Sell |
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|
2024
Q4 | $5.26M | Sell |
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|
2024
Q3 | $5.22M | Buy |
|
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|
2024
Q2 | $4.54M | Sell |
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|
2024
Q1 | $7.87M | Buy |
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|
2023
Q4 | $6.91M | Buy |
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|
2023
Q3 | $6.01M | Buy |
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|
2023
Q2 | $5.62M | Buy |
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|
2023
Q1 | $4.81M | Buy |
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|
2022
Q4 | $3M | Sell |
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|
2022
Q3 | $2.83M | Buy |
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|
2022
Q2 | $2.81M | Buy |
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|
2022
Q1 | $3.3M | Buy |
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|
2021
Q4 | $2.1M | Buy |
|