Stratos Wealth 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 | $4.59M | Buy |
87,607
+6,176
| +8% | +$323K | 0.24% | 106 |
|
|
2025
Q1 | $4.06M | Sell |
81,431
-103,197
| -56% | -$5.14M | 0.22% | 104 |
|
|
2024
Q4 | $8.92M | Buy |
184,628
+48,641
| +36% | +$2.35M | 0.43% | 57 |
|
|
2024
Q3 | $6.16M | Buy |
135,987
+80,274
| +144% | +$3.64M | 0.28% | 84 |
|
|
2024
Q2 | $2.29M | Buy |
55,713
+21,125
| +61% | +$868K | 0.11% | 186 |
|
|
2024
Q1 | $1.46M | Buy |
34,588
+3,427
| +11% | +$144K | 0.09% | 249 |
|
|
2023
Q4 | $1.17M | Buy |
31,161
+4,191
| +16% | +$158K | 0.07% | 296 |
|
|
2023
Q3 | $895K | Buy |
26,970
+7,881
| +41% | +$261K | 0.06% | 326 |
|
|
2023
Q2 | $643K | Sell |
19,089
-479
| -2% | -$16.1K | 0.05% | 384 |
|
|
2023
Q1 | $629K | Sell |
19,568
-26,934
| -58% | -$866K | 0.05% | 376 |
|
|
2022
Q4 | $1.59M | Buy |
46,502
+636
| +1% | +$21.8K | 0.13% | 209 |
|
|
2022
Q3 | $1.39M | Sell |
45,866
-8,685
| -16% | -$264K | 0.15% | 191 |
|
|
2022
Q2 | $1.72M | Sell |
54,551
-43,770
| -45% | -$1.38M | 0.16% | 168 |
|
|
2022
Q1 | $3.77M | Sell |
98,321
-7,654
| -7% | -$293K | 0.31% | 85 |
|
|
2021
Q4 | $4.14M | Buy |
105,975
+6,007
| +6% | +$235K | 0.3% | 86 |
|
|
2021
Q3 | $3.75M | Sell |
99,968
-37,101
| -27% | -$1.39M | 0.32% | 82 |
|
|
2021
Q2 | $5.03M | Sell |
137,069
-26,953
| -16% | -$989K | 0.45% | 54 |
|
|
2021
Q1 | $5.59M | Buy |
164,022
+47,722
| +41% | +$1.62M | 0.59% | 36 |
|
|
2020
Q4 | $3.43M | Buy |
116,300
+102,390
| +736% | +$3.02M | 0.47% | 55 |
|
|
2020
Q3 | $335K | Sell |
13,910
-914
| -6% | -$22K | 0.08% | 238 |
|
|
2020
Q2 | $343K | Sell |
14,824
-3,732
| -20% | -$86.4K | 0.11% | 191 |
|
|
2020
Q1 | $386K | Sell |
18,556
-679
| -4% | -$14.1K | 0.27% | 89 |
|
|
2019
Q4 | $592K | Buy |
19,235
+1,935
| +11% | +$59.6K | 0.34% | 68 |
|
|
2019
Q3 | $484K | Sell |
17,300
-1,813
| -9% | -$50.7K | 0.19% | 121 |
|
|
2019
Q2 | $528K | Sell |
19,113
-504
| -3% | -$13.9K | 0.21% | 104 |
|
|
2019
Q1 | $504K | Buy |
19,617
+580
| +3% | +$14.9K | 0.27% | 96 |
|
|
2018
Q4 | $453K | Buy |
+19,037
| New | +$453K | 0.3% | 100 |
|