Valeo Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Valeo Financial Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.2M	Buy	88,535 +1,716	+2%	+$81.4K	0.1%	101
2025 Q1	$3.91M	Buy	86,819 +7,886	+10%	+$355K	0.11%	89
2024 Q4	$3.81M	Buy	78,933 +1,009	+1%	+$48.8K	0.11%	90
2024 Q3	$3.53M	Buy	77,924 +4,955	+7%	+$225K	0.1%	101
2024 Q2	$3M	Buy	72,969 +14,687	+25%	+$604K	0.09%	105
2024 Q1	$2.4M	Sell	58,282 -1,898	-3%	-$78K	0.09%	128
2023 Q4	$2.26M	Sell	60,180 -565	-0.9%	-$21.2K	0.09%	125
2023 Q3	$2.01M	Buy	60,745 +1,202	+2%	+$39.9K	0.09%	122
2023 Q2	$2.01M	Sell	59,543 -7,556	-11%	-$255K	0.09%	122
2023 Q1	$2.16M	Buy	67,099 +14,622	+28%	+$470K	0.1%	115
2022 Q4	$1.79M	Buy	52,477 +4,130	+9%	+$141K	0.1%	120
2022 Q3	$1.47M	Buy	48,347 +1,537	+3%	+$46.7K	0.09%	130
2022 Q2	$1.47M	Sell	46,810 -34,582	-42%	-$1.09M	0.09%	128
2022 Q1	$3.12M	Buy	81,392 +9,180	+13%	+$352K	0.16%	86
2021 Q4	$2.82M	Buy	72,212 +2,899	+4%	+$113K	0.15%	84
2021 Q3	$2.6M	Buy	69,313 +8,220	+13%	+$308K	0.15%	87
2021 Q2	$2.24M	Sell	61,093 -205	-0.3%	-$7.52K	0.14%	93
2021 Q1	$2.09M	Sell	61,298 -666	-1%	-$22.7K	0.1%	111
2020 Q4	$1.83M	Sell	61,964 -4,013	-6%	-$118K	0.09%	108
2020 Q3	$1.59M	Sell	65,977 -13,253	-17%	-$319K	0.14%	99
2020 Q2	$1.83M	Sell	79,230 -10,582	-12%	-$245K	0.17%	83
2020 Q1	$2.09M	Buy	89,812 +10,932	+14%	+$255K	0.22%	67
2019 Q4	$2.43M	Buy	78,880 +932	+1%	+$28.7K	0.24%	66
2019 Q3	$2.18M	Buy	77,948 +1,322	+2%	+$37K	0.24%	66
2019 Q2	$2.12M	Buy	76,626 +6,024	+9%	+$166K	0.24%	67
2019 Q1	$1.82M	Buy	70,602 +9,688	+16%	+$249K	0.22%	77
2018 Q4	$1.45M	Buy	60,914 +12,267	+25%	+$292K	0.2%	83
2018 Q3	$1.28M	Buy	48,647 +3,416	+8%	+$89.5K	0.17%	96
2018 Q2	$1.26M	Buy	45,231 +15,462	+52%	+$429K	0.18%	95
2018 Q1	$821K	Sell	29,769 -9,340	-24%	-$258K	0.13%	113
2017 Q4	$1.09M	Buy	39,109 +21,451	+121%	+$599K	0.18%	96
2017 Q3	$457K	Buy	+17,658	New	+$457K	0.1%	132