SDAM
Shulman DeMeo Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
12,542
-263
| -2% | -$13.8K | 0.16% | 47 |
|
|
2025
Q1 | $638K | Sell |
12,805
-110
| -0.9% | -$5.48K | 0.18% | 45 |
|
|
2024
Q4 | $624K | Buy |
12,915
+363
| +3% | +$17.5K | 0.17% | 45 |
|
|
2024
Q3 | $569K | Buy |
12,552
+4
| +0% | +$181 | 0.14% | 59 |
|
|
2024
Q2 | $516K | Sell |
12,548
-254
| -2% | -$10.4K | 0.13% | 56 |
|
|
2024
Q1 | $539K | Sell |
12,802
-4,408
| -26% | -$186K | 0.14% | 59 |
|
|
2023
Q4 | $647K | Buy |
17,210
+6,244
| +57% | +$235K | 0.18% | 44 |
|
|
2023
Q3 | $364K | Hold |
10,966
| – | – | 0.12% | 80 |
|
|
2023
Q2 | $370K | Sell |
10,966
-2,492
| -19% | -$84K | 0.11% | 84 |
|
|
2023
Q1 | $433K | Buy |
13,458
+6
| +0% | +$193 | 0.14% | 72 |
|
|
2022
Q4 | $460K | Buy |
13,452
+2,776
| +26% | +$94.9K | 0.15% | 65 |
|
|
2022
Q3 | $324K | Sell |
10,676
-277
| -3% | -$8.41K | 0.12% | 89 |
|
|
2022
Q2 | $344K | Hold |
10,953
| – | – | 0.11% | 91 |
|
|
2022
Q1 | $420K | Hold |
10,953
| – | – | 0.12% | 85 |
|
|
2021
Q4 | $428K | Buy |
+10,953
| New | +$428K | 0.11% | 85 |
|
|
2021
Q3 | – | Sell |
-16,414
| Closed | -$602K | – | 136 |
|
|
2021
Q2 | $602K | Sell |
16,414
-1,219
| -7% | -$44.7K | 0.23% | 26 |
|
|
2021
Q1 | $600K | Sell |
17,633
-756
| -4% | -$25.7K | 0.16% | 63 |
|
|
2020
Q4 | $542K | Buy |
18,389
+7,189
| +64% | +$212K | 0.15% | 61 |
|
|
2020
Q3 | $270K | Sell |
11,200
-1,031
| -8% | -$24.9K | 0.09% | 91 |
|
|
2020
Q2 | $283K | Sell |
12,231
-3,011
| -20% | -$69.7K | 0.11% | 87 |
|
|
2020
Q1 | $317K | Sell |
15,242
-431
| -3% | -$8.96K | 0.15% | 66 |
|
|
2019
Q4 | $482K | Buy |
15,673
+4,486
| +40% | +$138K | 0.17% | 65 |
|
|
2019
Q3 | $313K | Sell |
11,187
-9,797
| -47% | -$274K | 0.1% | 95 |
|
|
2019
Q2 | $579K | Sell |
20,984
-142
| -0.7% | -$3.92K | 0.21% | 49 |
|
|
2019
Q1 | $543K | Sell |
21,126
-3,442
| -14% | -$88.5K | 0.21% | 49 |
|
|
2018
Q4 | $585K | Buy |
+24,568
| New | +$585K | 0.32% | 29 |
|