Segment Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $219K | Hold |
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|
2024
Q4 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $8.09M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.75M | Buy |
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|
2019
Q4 | $5.46M | Buy |
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|
2019
Q3 | $4.89M | Buy |
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|
2019
Q2 | $4.51M | Buy |
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|
2019
Q1 | $4.14M | Buy |
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|
2018
Q4 | $3.73M | Buy |
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|
2018
Q3 | $4.03M | Buy |
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|
2018
Q2 | $3.82M | Buy |
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|
2018
Q1 | $3.89M | Buy |
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|
2017
Q4 | $3.88M | Buy |
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|
2017
Q3 | $3.5M | Sell |
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|
2017
Q2 | $3.34M | Buy |
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|
2017
Q1 | $3.11M | Buy |
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|
2016
Q4 | $2.6M | Buy |
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|
2016
Q3 | $1.15M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.16M | Buy |
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|
2015
Q3 | $1.99M | Buy |
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|
2015
Q2 | $2.1M | Buy |
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|
2015
Q1 | $1.99M | Buy |
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|
2014
Q4 | $1.99M | Sell |
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|
2014
Q3 | $1.93M | Buy |
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|
2014
Q2 | $1.88M | Buy |
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|
2014
Q1 | $1.81M | Sell |
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|
2013
Q4 | $1.78M | Buy |
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|
2013
Q3 | $1.6M | Buy |
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|
2013
Q2 | $1.4M | Buy |
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