Strategic Financial Partners’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 | $3.68M | Buy |
70,288
+16,962
| +32% | +$888K | 1.71% | 14 |
|
|
2025
Q1 | $2.66M | Buy |
+53,326
| New | +$2.66M | 1.4% | 13 |
|
|
2024
Q4 | – | Sell |
-71,435
| Closed | -$3.24M | – | 72 |
|
|
2024
Q3 | $3.24M | Buy |
71,435
+2,670
| +4% | +$121K | 1.65% | 13 |
|
|
2024
Q2 | $2.83M | Buy |
+68,765
| New | +$2.83M | 1.56% | 18 |
|
|
2023
Q4 | – | Sell |
-72,464
| Closed | -$2.4M | – | 76 |
|
|
2023
Q3 | $2.4M | Buy |
72,464
+141
| +0.2% | +$4.68K | 1.46% | 15 |
|
|
2023
Q2 | $2.44M | Buy |
72,323
+16,500
| +30% | +$556K | 1.39% | 16 |
|
|
2023
Q1 | $1.79M | Buy |
55,823
+5,458
| +11% | +$175K | 1.1% | 22 |
|
|
2022
Q4 | $1.72M | Buy |
+50,365
| New | +$1.72M | 1.05% | 19 |
|