Stillwater Capital 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 | $17.9M | Buy |
341,382
+1,469
| +0.4% | +$76.9K | 2.27% | 18 |
|
|
2025
Q1 | $16.9M | Buy |
339,913
+40,254
| +13% | +$2.01M | 2.36% | 19 |
|
|
2024
Q4 | $14.5M | Buy |
299,659
+6,875
| +2% | +$332K | 1.79% | 24 |
|
|
2024
Q3 | $13.3M | Buy |
292,784
+7,492
| +3% | +$340K | 1.71% | 27 |
|
|
2024
Q2 | $11.7M | Buy |
285,292
+11,335
| +4% | +$466K | 1.64% | 26 |
|
|
2024
Q1 | $11.5M | Sell |
273,957
-43,060
| -14% | -$1.81M | 1.71% | 25 |
|
|
2023
Q4 | $11.9M | Buy |
317,017
+14,468
| +5% | +$544K | 1.91% | 24 |
|
|
2023
Q3 | $10M | Buy |
302,549
+29,757
| +11% | +$987K | 1.83% | 27 |
|
|
2023
Q2 | $9.2M | Buy |
+272,792
| New | +$9.2M | 1.63% | 28 |
|
|
2018
Q3 | – | Sell |
-18,008
| Closed | -$479K | – | 85 |
|
|
2018
Q2 | $479K | Buy |
+18,008
| New | +$479K | 0.11% | 60 |
|