SkyOak Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $371K | Hold |
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|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $503K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $7.08M | Sell |
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|
2021
Q1 | $6.97M | Buy |
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|
2020
Q4 | $4.97M | Buy |
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|
2020
Q3 | $431K | Sell |
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|
2020
Q2 | $450K | Sell |
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|
2020
Q1 | $553K | Sell |
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|
2019
Q4 | $7.04M | Buy |
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