Sage Mountain 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 | $231K | Sell |
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|
2025
Q2 | $230K | Hold |
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|
2025
Q1 | $219K | Hold |
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|
2024
Q4 | $212K | Hold |
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|
2024
Q3 | $199K | Hold |
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|
2024
Q2 | $180K | Buy |
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|
2024
Q1 | $173K | Buy |
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|
2023
Q4 | $147K | Hold |
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|
2023
Q3 | $130K | Hold |
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|
2023
Q2 | $132K | Hold |
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|
2023
Q1 | $126K | Hold |
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|
2022
Q4 | $134K | Sell |
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|
2022
Q3 | $137K | Hold |
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|
2022
Q2 | $142K | Sell |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | $199K | Sell |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q4 | $159K | Buy |
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