Sage Mountain Advisors’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 | $230K | Hold |
4,388
| – | – | 0.02% | 384 |
|
|
2025
Q1 | $219K | Hold |
4,388
| – | – | 0.02% | 360 |
|
|
2024
Q4 | $212K | Hold |
4,388
| – | – | 0.02% | 360 |
|
|
2024
Q3 | $199K | Hold |
4,388
| – | – | 0.02% | 385 |
|
|
2024
Q2 | $180K | Buy |
4,388
+287
| +7% | +$11.8K | 0.02% | 341 |
|
|
2024
Q1 | $173K | Buy |
4,101
+180
| +5% | +$7.58K | 0.02% | 328 |
|
|
2023
Q4 | $147K | Hold |
3,921
| – | – | 0.02% | 275 |
|
|
2023
Q3 | $130K | Hold |
3,921
| – | – | 0.02% | 278 |
|
|
2023
Q2 | $132K | Hold |
3,921
| – | – | 0.02% | 267 |
|
|
2023
Q1 | $126K | Hold |
3,921
| – | – | 0.02% | 255 |
|
|
2022
Q4 | $134K | Sell |
3,921
-593
| -13% | -$20.3K | 0.03% | 181 |
|
|
2022
Q3 | $137K | Hold |
4,514
| – | – | 0.04% | 210 |
|
|
2022
Q2 | $142K | Sell |
4,514
-791
| -15% | -$24.9K | 0.03% | 472 |
|
|
2022
Q1 | $203K | Sell |
5,305
-101
| -2% | -$3.87K | 0.03% | 462 |
|
|
2021
Q4 | $211K | Buy |
5,406
+103
| +2% | +$4.02K | 0.03% | 511 |
|
|
2021
Q3 | $199K | Sell |
5,303
-1,637
| -24% | -$61.4K | 0.03% | 434 |
|
|
2021
Q2 | $255K | Buy |
6,940
+2
| +0% | +$73 | 0.04% | 341 |
|
|
2021
Q1 | $236K | Buy |
6,938
+1,531
| +28% | +$52.1K | 0.05% | 273 |
|
|
2020
Q4 | $159K | Buy |
+5,407
| New | +$159K | 0.05% | 192 |
|