Soltis Investment Advisors’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
$1.37M Sell
2025
Q1
$1.39M Sell
2024
Q4
$1.53M Buy
2024
Q3
$1.38M Sell
2024
Q2
$1.52M Sell
2024
Q1
$2.14M Buy
2023
Q4
$1.83M Buy
2022
Q1
Sell
2021
Q4
$270K Buy
2021
Q3
$206K Buy