Summit Trail Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Hold |
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|
2025
Q1 | $384K | Hold |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $344K | Hold |
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|
2024
Q2 | $312K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $568K | Buy |
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|
2021
Q4 | $579K | Buy |
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|
2021
Q3 | $486K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $226K | Hold |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $274K | Sell |
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|
2019
Q2 | $388K | Buy |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $671K | Sell |
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|
2018
Q3 | $978K | Sell |
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|
2018
Q2 | $1.13M | Buy |
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|
2018
Q1 | $479K | Buy |
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|
2017
Q4 | $509K | Buy |
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