VIA
Vickerman Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
280,218
+67,197
| +32% | +$3.52M | 3.15% | 7 |
|
|
2025
Q1 | $10.6M | Buy |
213,021
+53,451
| +33% | +$2.66M | 2.4% | 8 |
|
|
2024
Q4 | $7.71M | Buy |
159,570
+3,604
| +2% | +$174K | 2.1% | 12 |
|
|
2024
Q3 | $7.07M | Buy |
155,966
+7,537
| +5% | +$342K | 2.08% | 13 |
|
|
2024
Q2 | $6.1M | Buy |
148,429
+33,253
| +29% | +$1.37M | 1.96% | 13 |
|
|
2024
Q1 | $4.85M | Buy |
115,176
+5,243
| +5% | +$221K | 1.56% | 14 |
|
|
2023
Q4 | $4.13M | Sell |
109,933
-65,373
| -37% | -$2.46M | 1.41% | 21 |
|
|
2023
Q3 | $5.81M | Sell |
175,306
-15,704
| -8% | -$521K | 2.37% | 10 |
|
|
2023
Q2 | $6.44M | Sell |
191,010
-169,211
| -47% | -$5.7M | 2.52% | 10 |
|
|
2023
Q1 | $11.6M | Sell |
360,221
-25,904
| -7% | -$833K | 4.57% | 5 |
|
|
2022
Q4 | $13.2M | Sell |
386,125
-20,080
| -5% | -$687K | 5.99% | 3 |
|
|
2022
Q3 | $12.3M | Buy |
406,205
+13,546
| +3% | +$411K | 5.95% | 4 |
|
|
2022
Q2 | $12.3M | Buy |
392,659
+25,916
| +7% | +$815K | 5.84% | 4 |
|
|
2022
Q1 | $12.7M | Buy |
366,743
+40,870
| +13% | +$1.42M | 5.66% | 3 |
|
|
2021
Q4 | $12.7M | Sell |
325,873
-10,567
| -3% | -$413K | 5.14% | 3 |
|
|
2021
Q3 | $12.6M | Buy |
+336,440
| New | +$12.6M | 5.05% | 3 |
|