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