Simplicity Wealth’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 | $2.76M | Sell |
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|
2025
Q2 | $4.6M | Buy |
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|
2025
Q1 | $3.6M | Buy |
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|
2024
Q4 | $214K | Sell |
|
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|
2024
Q3 | $1.3M | Sell |
|
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.27M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $470K | Sell |
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|
2022
Q2 | $493K | Sell |
|
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $3.7M | Buy |
|