The Family Firm’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 | – | Sell |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $451K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $159K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $274K | Buy |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $306K | Sell |
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $301K | Buy |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | $327K | Sell |
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|
2019
Q3 | $338K | Sell |
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|
2019
Q2 | $377K | Sell |
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|
2019
Q1 | $393K | Buy |
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|
2018
Q4 | $363K | Sell |
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|
2018
Q3 | $536K | Sell |
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|
2018
Q2 | $517K | Buy |
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|
2018
Q1 | $460K | Buy |
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|
2017
Q4 | $434K | Sell |
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|
2017
Q3 | $419K | Sell |
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|
2017
Q2 | $500K | Buy |
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|
2017
Q1 | $368K | Buy |
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|
2016
Q4 | $335K | Sell |
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|
2016
Q3 | $381K | Sell |
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|
2016
Q2 | $403K | Sell |
|
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|
2016
Q1 | $399K | Buy |
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|
2015
Q4 | $418K | Sell |
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|
2015
Q3 | $477K | Buy |
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|
2015
Q2 | $506K | Buy |
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|
2015
Q1 | $396K | Sell |
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|
2014
Q4 | $408K | Buy |
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