Sterling Investment Management’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
Q3 | $381K | Sell |
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|
2025
Q2 | $389K | Sell |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $372K | Sell |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $430K | Sell |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $514K | Buy |
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|
2022
Q3 | $443K | Sell |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $580K | Sell |
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|
2021
Q4 | $673K | Sell |
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|
2021
Q3 | $652K | Sell |
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|
2021
Q2 | $644K | Sell |
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|
2021
Q1 | $609K | Sell |
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|
2020
Q4 | $560K | Sell |
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|
2020
Q3 | $491K | Sell |
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|
2020
Q2 | $475K | Sell |
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|
2020
Q1 | $437K | Sell |
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|
2019
Q4 | $691K | Sell |
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|
2019
Q3 | $656K | Sell |
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|
2019
Q2 | $664K | Buy |
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|
2019
Q1 | $503K | Buy |
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|
2018
Q4 | $461K | Sell |
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|
2018
Q3 | $541K | Sell |
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|
2018
Q2 | $544K | Buy |
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|
2018
Q1 | $518K | Sell |
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|
2017
Q4 | $535K | Buy |
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|
2017
Q3 | $393K | Buy |
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|
2017
Q2 | $283K | Sell |
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|
2017
Q1 | $284K | Buy |
|