Soltis Investment Advisors’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 | $1.37M | Sell |
26,213
-1,645
| -6% | -$86.2K | 0.11% | 154 |
|
|
2025
Q1 | $1.39M | Sell |
27,858
-3,883
| -12% | -$193K | 0.12% | 151 |
|
|
2024
Q4 | $1.53M | Buy |
31,741
+1,331
| +4% | +$64.3K | 0.14% | 141 |
|
|
2024
Q3 | $1.38M | Sell |
30,410
-6,680
| -18% | -$303K | 0.13% | 137 |
|
|
2024
Q2 | $1.52M | Sell |
37,090
-13,669
| -27% | -$562K | 0.16% | 132 |
|
|
2024
Q1 | $2.14M | Buy |
50,759
+2,066
| +4% | +$87K | 0.24% | 114 |
|
|
2023
Q4 | $1.83M | Buy |
+48,693
| New | +$1.83M | 0.21% | 118 |
|
|
2022
Q1 | – | Sell |
-6,915
| Closed | -$270K | – | 275 |
|
|
2021
Q4 | $270K | Buy |
6,915
+1,428
| +26% | +$55.8K | 0.04% | 221 |
|
|
2021
Q3 | $206K | Buy |
+5,487
| New | +$206K | 0.03% | 226 |
|