SFMG 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 | – | Sell |
-5,007
| Closed | -$249K | – | 302 |
|
|
2025
Q1 | $249K | Buy |
+5,007
| New | +$249K | 0.02% | 225 |
|
|
2015
Q3 | – | Sell |
-505,192
| Closed | -$10.8M | – | 129 |
|
|
2015
Q2 | $10.8M | Buy |
+505,192
| New | +$10.8M | 2.42% | 13 |
|
|
2014
Q4 | – | Sell |
-615,183
| Closed | -$12.5M | – | 133 |
|
|
2014
Q3 | $12.5M | Buy |
+615,183
| New | +$12.5M | 3.92% | 10 |
|