Salomon & Ludwin’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 | $13.6M | Buy |
258,343
+8,573
| +3% | +$452K | 1.34% | 21 |
|
|
2025
Q1 | $12.4M | Buy |
249,770
+10,493
| +4% | +$523K | 1.33% | 24 |
|
|
2024
Q4 | $11.6M | Sell |
239,277
-17,570
| -7% | -$849K | 1.23% | 25 |
|
|
2024
Q3 | $11.7M | Sell |
256,847
-25,805
| -9% | -$1.17M | 1.19% | 25 |
|
|
2024
Q2 | $11.6M | Sell |
282,652
-137,045
| -33% | -$5.63M | 1.3% | 23 |
|
|
2024
Q1 | $17.8M | Buy |
419,697
+1,791
| +0.4% | +$75.8K | 1.53% | 22 |
|
|
2023
Q4 | $13.9M | Hold |
417,906
| – | – | 1.45% | 24 |
|
|
2023
Q3 | $13.9M | Buy |
417,906
+10,379
| +3% | +$345K | 1.45% | 24 |
|
|
2023
Q2 | $13.7M | Buy |
407,527
+25,643
| +7% | +$864K | 1.46% | 21 |
|
|
2023
Q1 | $12.3M | Buy |
381,884
+16,818
| +5% | +$541K | 1.46% | 21 |
|
|
2022
Q4 | $12.5M | Sell |
365,066
-16,097
| -4% | -$551K | 1.58% | 21 |
|
|
2022
Q3 | $11.6M | Buy |
381,163
+38,320
| +11% | +$1.16M | 1.73% | 16 |
|
|
2022
Q2 | $10.8M | Buy |
342,843
+31,164
| +10% | +$980K | 1.67% | 21 |
|
|
2022
Q1 | $11.9M | Buy |
311,679
+6,760
| +2% | +$259K | 1.73% | 19 |
|
|
2021
Q4 | $11.9M | Buy |
304,919
+10,816
| +4% | +$422K | 1.69% | 20 |
|
|
2021
Q3 | $11M | Buy |
294,103
+11,793
| +4% | +$443K | 1.72% | 19 |
|
|
2021
Q2 | $10.4M | Buy |
282,310
+10,703
| +4% | +$393K | 1.63% | 21 |
|
|
2021
Q1 | $9.25M | Sell |
271,607
-4,250
| -2% | -$145K | 1.57% | 21 |
|
|
2020
Q4 | $8.13M | Sell |
275,857
-22,966
| -8% | -$677K | 1.51% | 22 |
|
|
2020
Q3 | $7.19M | Sell |
298,823
-14,578
| -5% | -$351K | 1.5% | 21 |
|
|
2020
Q2 | $7.25M | Sell |
313,401
-9,632
| -3% | -$223K | 1.56% | 22 |
|
|
2020
Q1 | $6.73M | Sell |
323,033
-197,124
| -38% | -$4.1M | 1.73% | 19 |
|
|
2019
Q4 | $16M | Sell |
520,157
-39,037
| -7% | -$1.2M | 3.18% | 12 |
|
|
2019
Q3 | $15.7M | Sell |
559,194
-4,334
| -0.8% | -$121K | 3.17% | 12 |
|
|
2019
Q2 | $15.6M | Sell |
563,528
-15,896
| -3% | -$439K | 3.14% | 12 |
|
|
2019
Q1 | $14.9M | Sell |
579,424
-27,073
| -4% | -$696K | 3.07% | 12 |
|
|
2018
Q4 | $14.4M | Buy |
+606,497
| New | +$14.4M | 3.34% | 12 |
|