Sax Wealth 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 | $1.05M | Buy |
19,988
+1,555
| +8% | +$81.4K | 0.06% | 171 |
|
|
2025
Q1 | $918K | Buy |
18,433
+27
| +0.1% | +$1.35K | 0.07% | 151 |
|
|
2024
Q4 | $890K | Sell |
18,406
-3,337
| -15% | -$161K | 0.07% | 130 |
|
|
2024
Q3 | $985K | Buy |
21,743
+818
| +4% | +$37.1K | 0.09% | 91 |
|
|
2024
Q2 | $860K | Buy |
20,925
+527
| +3% | +$21.7K | 0.08% | 99 |
|
|
2024
Q1 | $859K | Buy |
20,398
+84
| +0.4% | +$3.54K | 0.1% | 79 |
|
|
2023
Q4 | $764K | Sell |
20,314
-635
| -3% | -$23.9K | 0.12% | 85 |
|
|
2023
Q3 | $695K | Buy |
20,949
+315
| +2% | +$10.4K | 0.14% | 85 |
|
|
2023
Q2 | $696K | Sell |
20,634
-500
| -2% | -$16.9K | 0.14% | 84 |
|
|
2023
Q1 | $679K | Buy |
21,134
+6,830
| +48% | +$220K | 0.15% | 84 |
|
|
2022
Q4 | $489K | Sell |
14,304
-3,193
| -18% | -$109K | 0.11% | 106 |
|
|
2022
Q3 | $531K | Hold |
17,497
| – | – | 0.14% | 90 |
|
|
2022
Q2 | $550K | Sell |
17,497
-1,000
| -5% | -$31.4K | 0.14% | 95 |
|
|
2022
Q1 | $709K | Sell |
18,497
-11,870
| -39% | -$455K | 0.17% | 77 |
|
|
2021
Q4 | $1.19M | Hold |
30,367
| – | – | 0.25% | 59 |
|
|
2021
Q3 | $1.14M | Buy |
30,367
+1,100
| +4% | +$41.3K | 0.27% | 57 |
|
|
2021
Q2 | $1.07M | Buy |
29,267
+1,000
| +4% | +$36.7K | 0.37% | 51 |
|
|
2021
Q1 | $962K | Buy |
+28,267
| New | +$962K | 0.35% | 56 |
|