Seven Springs Wealth Group’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 | $537K | Hold |
10,262
| – | – | 0.13% | 48 |
|
|
2025
Q1 | $511K | Hold |
10,262
| – | – | 0.18% | 46 |
|
|
2024
Q4 | $496K | Hold |
10,262
| – | – | 0.18% | 46 |
|
|
2024
Q3 | $465K | Hold |
10,262
| – | – | 0.17% | 47 |
|
|
2024
Q2 | $422K | Hold |
10,262
| – | – | 0.17% | 44 |
|
|
2024
Q1 | $432K | Hold |
10,262
| – | – | 0.17% | 45 |
|
|
2023
Q4 | $386K | Sell |
10,262
-183
| -2% | -$6.88K | 0.17% | 44 |
|
|
2023
Q3 | $346K | Hold |
10,445
| – | – | 0.17% | 44 |
|
|
2023
Q2 | $352K | Hold |
10,445
| – | – | 0.17% | 45 |
|
|
2023
Q1 | $336K | Sell |
10,445
-264
| -2% | -$8.49K | 0.17% | 44 |
|
|
2022
Q4 | $366K | Sell |
10,709
-233
| -2% | -$7.97K | 0.18% | 43 |
|
|
2022
Q3 | $332K | Hold |
10,942
| – | – | 0.18% | 45 |
|
|
2022
Q2 | $344K | Hold |
10,942
| – | – | 0.17% | 52 |
|
|
2022
Q1 | $419K | Hold |
10,942
| – | – | 0.2% | 47 |
|
|
2021
Q4 | $427K | Hold |
10,942
| – | – | 0.2% | 45 |
|
|
2021
Q3 | $411K | Hold |
10,942
| – | – | 0.2% | 44 |
|
|
2021
Q2 | $401K | Hold |
10,942
| – | – | 0.17% | 49 |
|
|
2021
Q1 | $373K | Sell |
10,942
-504
| -4% | -$17.2K | 0.18% | 41 |
|
|
2020
Q4 | $337K | Sell |
11,446
-5,088
| -31% | -$150K | 0.17% | 41 |
|
|
2020
Q3 | $398K | Buy |
16,534
+1,200
| +8% | +$28.9K | 0.25% | 37 |
|
|
2020
Q2 | $355K | Buy |
15,334
+557
| +4% | +$12.9K | 0.23% | 32 |
|
|
2020
Q1 | $308K | Buy |
+14,777
| New | +$308K | 0.22% | 36 |
|