Sheaff Brock Investment 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
Q1 | $211K | Sell |
4,239
-229
| -5% | -$11.4K | 0.02% | 388 |
|
|
2024
Q4 | $216K | Buy |
4,468
+3
| +0.1% | +$145 | 0.02% | 389 |
|
|
2024
Q3 | $202K | Buy |
+4,465
| New | +$202K | 0.02% | 399 |
|
|
2024
Q2 | – | Sell |
-5,420
| Closed | -$228K | – | 512 |
|
|
2024
Q1 | $228K | Buy |
+5,420
| New | +$228K | 0.01% | 405 |
|
|
2022
Q2 | – | Sell |
-5,311
| Closed | -$203K | – | 537 |
|
|
2022
Q1 | $203K | Buy |
+5,311
| New | +$203K | 0.01% | 469 |
|
|
2020
Q1 | – | Sell |
-15,263
| Closed | -$470K | – | 487 |
|
|
2019
Q4 | $470K | Buy |
15,263
+539
| +4% | +$16.6K | 0.05% | 251 |
|
|
2019
Q3 | $412K | Buy |
14,724
+4
| +0% | +$112 | 0.04% | 277 |
|
|
2019
Q2 | $406K | Sell |
14,720
-196
| -1% | -$5.41K | 0.04% | 278 |
|
|
2019
Q1 | $383K | Buy |
14,916
+4
| +0% | +$103 | 0.05% | 305 |
|
|
2018
Q4 | $355K | Sell |
14,912
-1,895
| -11% | -$45.1K | 0.06% | 283 |
|
|
2018
Q3 | $464K | Sell |
16,807
-596
| -3% | -$16.5K | 0.04% | 273 |
|
|
2018
Q2 | $463K | Buy |
17,403
+3
| +0% | +$80 | 0.05% | 264 |
|
|
2018
Q1 | $480K | Sell |
17,400
-597
| -3% | -$16.5K | 0.05% | 259 |
|
|
2017
Q4 | $502K | Sell |
17,997
-7,677
| -30% | -$214K | 0.07% | 254 |
|
|
2017
Q3 | $664K | Buy |
25,674
+10,385
| +68% | +$269K | 0.09% | 209 |
|
|
2017
Q2 | $377K | Sell |
15,289
-14,188
| -48% | -$350K | 0.05% | 338 |
|
|
2017
Q1 | $699K | Buy |
29,477
+12,085
| +69% | +$287K | 0.09% | 221 |
|
|
2016
Q4 | $404K | Buy |
+17,392
| New | +$404K | 0.05% | 321 |
|