Union Savings Bank’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 | $987K | Sell |
18,856
-1,172
| -6% | -$61.4K | 0.45% | 43 |
|
|
2025
Q1 | $998K | Hold |
20,028
| – | – | 0.49% | 40 |
|
|
2024
Q4 | $968K | Sell |
20,028
-830
| -4% | -$40.1K | 0.48% | 45 |
|
|
2024
Q3 | $945K | Sell |
20,858
-870
| -4% | -$39.4K | 0.46% | 48 |
|
|
2024
Q2 | $893K | Sell |
21,728
-1,214
| -5% | -$49.9K | 0.47% | 48 |
|
|
2024
Q1 | $966K | Sell |
22,942
-481
| -2% | -$20.3K | 0.51% | 44 |
|
|
2023
Q4 | $880K | Sell |
23,423
-102
| -0.4% | -$3.83K | 0.5% | 51 |
|
|
2023
Q3 | $780K | Hold |
23,525
| – | – | 0.49% | 53 |
|
|
2023
Q2 | $831K | Buy |
+23,525
| New | +$831K | 0.5% | 53 |
|