Strategic 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
Q1 | – | Sell |
-11,463
| Closed | -$554K | – | 257 |
|
|
2024
Q4 | $554K | Buy |
+11,463
| New | +$554K | 0.06% | 159 |
|
|
2023
Q2 | – | Sell |
-20,288
| Closed | -$652K | – | 252 |
|
|
2023
Q1 | $652K | Buy |
20,288
+681
| +3% | +$21.9K | 0.12% | 130 |
|
|
2022
Q4 | $671K | Sell |
19,607
-157
| -0.8% | -$5.37K | 0.14% | 123 |
|
|
2022
Q3 | $600K | Buy |
+19,764
| New | +$600K | 0.14% | 117 |
|
|
2022
Q2 | – | Sell |
-21,836
| Closed | -$837K | – | 210 |
|
|
2022
Q1 | $837K | Buy |
21,836
+6,714
| +44% | +$257K | 0.16% | 111 |
|
|
2021
Q4 | $591K | Buy |
+15,122
| New | +$591K | 0.11% | 149 |
|
|
2021
Q2 | – | Sell |
-34,264
| Closed | -$1.17M | – | 212 |
|
|
2021
Q1 | $1.17M | Buy |
+34,264
| New | +$1.17M | 0.3% | 72 |
|
|
2020
Q3 | – | Sell |
-35,317
| Closed | -$817K | – | 191 |
|
|
2020
Q2 | $817K | Buy |
35,317
+301
| +0.9% | +$6.96K | 0.31% | 65 |
|
|
2020
Q1 | $729K | Buy |
35,016
+2,213
| +7% | +$46.1K | 0.33% | 63 |
|
|
2019
Q4 | $1.01M | Buy |
+32,803
| New | +$1.01M | 0.42% | 56 |
|
|
2019
Q2 | – | Sell |
-12,448
| Closed | -$320K | – | 169 |
|
|
2019
Q1 | $320K | Buy |
12,448
+3,731
| +43% | +$95.9K | 0.22% | 84 |
|
|
2018
Q4 | $208K | Buy |
+8,717
| New | +$208K | 0.19% | 107 |
|