Shulman DeMeo Asset 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
Q3 | $676K | Buy |
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|
2025
Q2 | $657K | Sell |
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|
2025
Q1 | $638K | Sell |
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|
2024
Q4 | $624K | Buy |
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|
2024
Q3 | $569K | Buy |
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|
2024
Q2 | $516K | Sell |
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|
2024
Q1 | $539K | Sell |
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|
2023
Q4 | $647K | Buy |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $370K | Sell |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | $324K | Sell |
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $420K | Hold |
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $602K | Sell |
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|
2021
Q1 | $600K | Sell |
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|
2020
Q4 | $542K | Buy |
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|
2020
Q3 | $270K | Sell |
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|
2020
Q2 | $283K | Sell |
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|
2020
Q1 | $317K | Sell |
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|
2019
Q4 | $482K | Buy |
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|
2019
Q3 | $313K | Sell |
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|
2019
Q2 | $579K | Sell |
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|
2019
Q1 | $543K | Sell |
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|
2018
Q4 | $585K | Buy |
|