Sanibel Captiva Trust Company’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 | $536K | Buy |
10,228
+3,207
| +46% | +$168K | 0.02% | 275 |
|
|
2025
Q1 | $350K | Sell |
7,021
-583
| -8% | -$29K | 0.01% | 314 |
|
|
2024
Q4 | $368K | Hold |
7,604
| – | – | 0.01% | 314 |
|
|
2024
Q3 | $345K | Buy |
7,604
+41
| +0.5% | +$1.86K | 0.01% | 316 |
|
|
2024
Q2 | $311K | Buy |
7,563
+107
| +1% | +$4.4K | 0.01% | 310 |
|
|
2024
Q1 | $314K | Buy |
7,456
+321
| +4% | +$13.5K | 0.01% | 312 |
|
|
2023
Q4 | $268K | Buy |
+7,135
| New | +$268K | 0.01% | 310 |
|