Summit Global Investments’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 |
-63,780
| Closed | -$3.08M | – | 597 |
|
|
2024
Q4 | $3.08M | Buy |
+63,780
| New | +$3.08M | 0.19% | 106 |
|
|
2022
Q4 | – | Sell |
-103,445
| Closed | -$3.14M | – | 496 |
|
|
2022
Q3 | $3.14M | Sell |
103,445
-7,510
| -7% | -$228K | 0.29% | 98 |
|
|
2022
Q2 | $3.49M | Sell |
110,955
-140,693
| -56% | -$4.43M | 0.31% | 84 |
|
|
2022
Q1 | $9.64M | Buy |
+251,648
| New | +$9.64M | 0.71% | 38 |
|