Simplicity Wealth’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 | $4.6M | Buy |
87,762
+15,458
| +21% | +$810K | 0.19% | 119 |
|
|
2025
Q1 | $3.6M | Buy |
72,304
+67,879
| +1,534% | +$3.38M | 0.28% | 84 |
|
|
2024
Q4 | $214K | Sell |
4,425
-24,336
| -85% | -$1.18M | 0.04% | 302 |
|
|
2024
Q3 | $1.3M | Sell |
28,761
-23,938
| -45% | -$1.08M | 0.12% | 155 |
|
|
2024
Q2 | $2.17M | Sell |
52,699
-1,131
| -2% | -$46.5K | 0.05% | 342 |
|
|
2024
Q1 | $2.27M | Buy |
+53,830
| New | +$2.27M | 0.05% | 325 |
|
|
2022
Q4 | – | Sell |
-15,467
| Closed | -$470K | – | 96 |
|
|
2022
Q3 | $470K | Sell |
15,467
-205
| -1% | -$6.23K | 0.63% | 46 |
|
|
2022
Q2 | $493K | Sell |
15,672
-12,021
| -43% | -$378K | 0.72% | 41 |
|
|
2022
Q1 | $1.06M | Sell |
27,693
-67,159
| -71% | -$2.57M | 1.03% | 30 |
|
|
2021
Q4 | $3.7M | Buy |
+94,852
| New | +$3.7M | 2% | 21 |
|