Strategic Wealth 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 | $330K | Buy |
+6,296
| New | +$330K | 0.03% | 260 |
|
|
2024
Q4 | $415K | Sell |
8,020
-1,445
| -15% | -$74.7K | 0.03% | 226 |
|
|
2024
Q3 | $429K | Sell |
9,465
-1,812
| -16% | -$82.1K | 0.04% | 217 |
|
|
2024
Q2 | $464K | Buy |
11,277
+1,464
| +15% | +$60.2K | 0.05% | 203 |
|
|
2024
Q1 | $413K | Buy |
9,813
+3,484
| +55% | +$147K | 0.05% | 208 |
|
|
2023
Q4 | $238K | Buy |
6,329
+116
| +2% | +$4.36K | 0.03% | 252 |
|
|
2023
Q3 | $206K | Hold |
6,213
| – | – | 0.03% | 272 |
|
|
2023
Q2 | $209K | Buy |
+6,213
| New | +$209K | 0.03% | 270 |
|
|
2023
Q1 | – | Sell |
-7,157
| Closed | -$245K | – | 282 |
|
|
2022
Q4 | $245K | Sell |
7,157
-6,535
| -48% | -$223K | 0.05% | 227 |
|
|
2022
Q3 | $416K | Buy |
+13,692
| New | +$416K | 0.09% | 190 |
|
|
2019
Q4 | – | Sell |
-169
| Closed | -$4 | – | 518 |
|
|
2019
Q3 | $4 | Buy |
169
+55
| +48% | +$1 | ﹤0.01% | 668 |
|
|
2019
Q2 | $3K | Sell |
114
-334
| -75% | -$8.79K | ﹤0.01% | 684 |
|
|
2019
Q1 | $12K | Sell |
448
-68
| -13% | -$1.82K | 0.01% | 469 |
|
|
2018
Q4 | $13K | Buy |
516
+102
| +25% | +$2.57K | 0.01% | 419 |
|
|
2018
Q3 | $11K | Sell |
414
-90
| -18% | -$2.39K | 0.01% | 439 |
|
|
2018
Q2 | $13K | Hold |
504
| – | – | 0.01% | 491 |
|
|
2018
Q1 | $14K | Buy |
504
+90
| +22% | +$2.5K | 0.01% | 449 |
|
|
2017
Q4 | $11K | Buy |
+414
| New | +$11K | 0.01% | 491 |
|