Silvercrest 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
Q2
$380K Sell
2025
Q1
$449K Sell
2024
Q4
$441K Buy
2024
Q3
$308K Buy
2024
Q2
$279K Buy
2024
Q1
$283K Buy
2023
Q4
$206K Sell
2023
Q3
$9.4M Buy
2023
Q2
$256K Buy
2021
Q1
Sell
2020
Q4
$2.97M Buy
2015
Q1
Sell
2014
Q4
$1.46M Buy
2014
Q3
$894K Buy