Successful Portfolios’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 | $1.66M | Sell |
31,745
-57
| -0.2% | -$2.99K | 1.02% | 24 |
|
2025
Q1 | $1.58M | Hold |
31,802
| – | – | 1.08% | 22 |
|
2024
Q4 | $1.54M | Buy |
31,802
+48
| +0.2% | +$2.32K | 1.03% | 25 |
|
2024
Q3 | $1.44M | Sell |
31,754
-184
| -0.6% | -$8.34K | 0.97% | 28 |
|
2024
Q2 | $1.31M | Sell |
31,938
-165
| -0.5% | -$6.78K | 0.92% | 30 |
|
2024
Q1 | $1.35M | Sell |
32,103
-316
| -1% | -$13.3K | 0.92% | 31 |
|
2023
Q4 | $1.22M | Sell |
32,419
-205
| -0.6% | -$7.71K | 0.91% | 29 |
|
2023
Q3 | $1.08M | Buy |
32,624
+229
| +0.7% | +$7.6K | 0.96% | 26 |
|
2023
Q2 | $1.09M | Sell |
32,395
-3,453
| -10% | -$116K | 0.94% | 27 |
|
2023
Q1 | $1.15M | Sell |
35,848
-287
| -0.8% | -$9.23K | 0.72% | 37 |
|
2022
Q4 | $1.24M | Sell |
36,135
-26
| -0.1% | -$889 | 0.81% | 30 |
|
2022
Q3 | $1.1M | Sell |
36,161
-342
| -0.9% | -$10.4K | 0.8% | 29 |
|
2022
Q2 | $1.15M | Sell |
36,503
-182
| -0.5% | -$5.72K | 0.77% | 31 |
|
2022
Q1 | $1.41M | Sell |
36,685
-648
| -2% | -$24.8K | 0.8% | 27 |
|
2021
Q4 | $1.46M | Sell |
37,333
-25
| -0.1% | -$976 | 0.79% | 29 |
|
2021
Q3 | $1.4M | Buy |
37,358
+10
| +0% | +$375 | 0.84% | 28 |
|
2021
Q2 | $1.37M | Sell |
37,348
-19
| -0.1% | -$697 | 0.83% | 27 |
|
2021
Q1 | $1.27M | Buy |
37,367
+100
| +0.3% | +$3.4K | 0.84% | 29 |
|
2020
Q4 | $1.1M | Sell |
37,267
-583
| -2% | -$17.2K | 0.79% | 31 |
|
2020
Q3 | $911K | Buy |
37,850
+40
| +0.1% | +$963 | 0.73% | 36 |
|
2020
Q2 | $875K | Sell |
37,810
-1,504
| -4% | -$34.8K | 0.77% | 33 |
|
2020
Q1 | $819K | Sell |
39,314
-985
| -2% | -$20.5K | 0.83% | 32 |
|
2019
Q4 | $1.24M | Sell |
40,299
-1,076
| -3% | -$33.1K | 1.1% | 21 |
|
2019
Q3 | $1.16M | Buy |
41,375
+2,277
| +6% | +$63.8K | 1.09% | 21 |
|
2019
Q2 | $1.08M | Sell |
39,098
-642
| -2% | -$17.7K | 1.16% | 20 |
|
2019
Q1 | $1.02M | Sell |
39,740
-5,742
| -13% | -$148K | 1.12% | 21 |
|
2018
Q4 | $1.08M | Sell |
45,482
-2,682
| -6% | -$63.9K | 1.38% | 15 |
|
2018
Q3 | $1.33M | Buy |
48,164
+62
| +0.1% | +$1.71K | 1.45% | 15 |
|
2018
Q2 | $1.28M | Sell |
48,102
-1,541
| -3% | -$41K | 1.49% | 16 |
|
2018
Q1 | $1.37M | Buy |
49,643
+167
| +0.3% | +$4.61K | 1.66% | 10 |
|
2017
Q4 | $1.38M | Buy |
+49,476
| New | +$1.38M | 1.72% | 12 |
|