Smith, Moore & Co’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 | $864K | Sell |
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|
2025
Q1 | $852K | Sell |
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|
2024
Q4 | $836K | Sell |
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|
2024
Q3 | $811K | Sell |
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|
2024
Q2 | $4.1M | Buy |
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|
2024
Q1 | $4.14M | Sell |
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|
2023
Q4 | $3.8M | Buy |
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|
2023
Q3 | $604K | Sell |
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|
2023
Q2 | $652K | Sell |
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|
2023
Q1 | $729K | Sell |
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|
2022
Q4 | $779K | Buy |
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|
2022
Q3 | $687K | Buy |
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|
2022
Q2 | $697K | Buy |
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|
2022
Q1 | $811K | Buy |
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|
2021
Q4 | $553K | Sell |
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|
2021
Q3 | $534K | Buy |
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|
2021
Q2 | $512K | Buy |
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|
2021
Q1 | $393K | Buy |
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|
2020
Q4 | $296K | Sell |
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|
2020
Q3 | $317K | Sell |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $477K | Sell |
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|
2019
Q3 | $459K | Sell |
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|
2019
Q2 | $492K | Sell |
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|
2019
Q1 | $463K | Buy |
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|
2018
Q4 | $387K | Sell |
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|
2018
Q3 | $469K | Buy |
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|
2018
Q2 | $377K | Buy |
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|
2018
Q1 | $257K | Sell |
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|
2017
Q4 | $276K | Hold |
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|
2017
Q3 | $256K | Buy |
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|
2017
Q2 | $240K | Buy |
|
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $307K | Sell |
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|
2015
Q3 | $293K | Hold |
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|
2015
Q2 | $316K | Hold |
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|
2015
Q1 | $312K | Buy |
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|
2014
Q4 | $318K | Sell |
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|
2014
Q3 | $306K | Buy |
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|
2014
Q2 | $291K | Sell |
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|
2014
Q1 | $298K | Buy |
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|
2013
Q4 | $284K | Buy |
|