Smith & Howard Wealth Management’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 | $221K | Hold |
4,226
| – | – | 0.06% | 76 |
|
|
2025
Q1 | $210K | Hold |
4,226
| – | – | 0.06% | 78 |
|
|
2024
Q4 | $204K | Buy |
+4,226
| New | +$204K | 0.06% | 80 |
|
|
2014
Q1 | – | Sell |
-7,598
| Closed | -$146K | – | 220 |
|
|
2013
Q4 | $146K | Buy |
7,598
+57
| +0.8% | +$1.1K | 0.08% | 65 |
|
|
2013
Q3 | $132K | Buy |
7,541
+171
| +2% | +$2.99K | 0.08% | 44 |
|
|
2013
Q2 | $126K | Buy |
+7,370
| New | +$126K | 0.08% | 44 |
|