Spruce 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $315K | Sell |
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|
2017
Q3 | $305K | Sell |
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|
2017
Q2 | $294K | Sell |
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|
2017
Q1 | $682K | Buy |
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|
2016
Q4 | $477K | Sell |
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|
2016
Q3 | $454K | Sell |
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|
2016
Q2 | $600K | Sell |
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|
2016
Q1 | $1.72M | Sell |
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|
2015
Q4 | $8.24M | Sell |
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|
2015
Q3 | $18.5M | Buy |
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|
2015
Q2 | $19.6M | Sell |
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|
2015
Q1 | $19.7M | Buy |
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|
2014
Q4 | $18.9M | Buy |
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|
2014
Q3 | $15.6M | Buy |
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