Ritholtz Wealth Management’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 | $800K | Buy |
15,284
+6,484
| +74% | +$340K | 0.02% | 508 |
|
|
2025
Q1 | $438K | Sell |
8,800
-2
| -0% | -$100 | 0.01% | 634 |
|
|
2024
Q4 | $425K | Buy |
8,802
+554
| +7% | +$26.8K | 0.01% | 605 |
|
|
2024
Q3 | $374K | Sell |
8,248
-1,890
| -19% | -$85.7K | 0.01% | 647 |
|
|
2024
Q2 | $417K | Buy |
10,138
+3,327
| +49% | +$137K | 0.01% | 571 |
|
|
2024
Q1 | $287K | Sell |
6,811
-293
| -4% | -$12.3K | 0.01% | 650 |
|
|
2023
Q4 | $267K | Buy |
7,104
+4
| +0.1% | +$150 | 0.01% | 629 |
|
|
2023
Q3 | $236K | Buy |
7,100
+850
| +14% | +$28.2K | 0.01% | 610 |
|
|
2023
Q2 | $211K | Buy |
+6,250
| New | +$211K | 0.01% | 614 |
|
|
2022
Q4 | – | Sell |
-9,087
| Closed | -$276K | – | 750 |
|
|
2022
Q3 | $276K | Buy |
+9,087
| New | +$276K | 0.01% | 564 |
|
|
2020
Q3 | – | Sell |
-8,812
| Closed | -$204K | – | 323 |
|
|
2020
Q2 | $204K | Buy |
+8,812
| New | +$204K | 0.03% | 240 |
|