Wealth Architects’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 | $532K | Buy |
10,166
+245
| +2% | +$12.8K | 0.05% | 131 |
|
|
2025
Q1 | $494K | Buy |
9,921
+229
| +2% | +$11.4K | 0.05% | 140 |
|
|
2024
Q4 | $468K | Buy |
9,692
+4,287
| +79% | +$207K | 0.05% | 129 |
|
|
2024
Q3 | $245K | Hold |
5,405
| – | – | 0.03% | 184 |
|
|
2024
Q2 | $222K | Sell |
5,405
-250
| -4% | -$10.3K | 0.03% | 189 |
|
|
2024
Q1 | $238K | Hold |
5,655
| – | – | 0.03% | 183 |
|
|
2023
Q4 | $213K | Buy |
+5,655
| New | +$213K | 0.03% | 187 |
|
|
2023
Q1 | – | Sell |
-5,939
| Closed | -$203K | – | 191 |
|
|
2022
Q4 | $203K | Buy |
+5,939
| New | +$203K | 0.04% | 165 |
|
|
2022
Q2 | – | Sell |
-5,958
| Closed | -$228K | – | 212 |
|
|
2022
Q1 | $228K | Sell |
5,958
-458
| -7% | -$17.5K | 0.04% | 176 |
|
|
2021
Q4 | $251K | Sell |
6,416
-246
| -4% | -$9.62K | 0.04% | 163 |
|
|
2021
Q3 | $250K | Buy |
6,662
+54
| +0.8% | +$2.03K | 0.05% | 158 |
|
|
2021
Q2 | $242K | Buy |
6,608
+237
| +4% | +$8.68K | 0.05% | 155 |
|
|
2021
Q1 | $217K | Sell |
6,371
-550
| -8% | -$18.7K | 0.05% | 155 |
|
|
2020
Q4 | $204K | Buy |
+6,921
| New | +$204K | 0.05% | 150 |
|
|
2020
Q1 | – | Sell |
-7,112
| Closed | -$219K | – | 151 |
|
|
2019
Q4 | $219K | Sell |
7,112
-988
| -12% | -$30.4K | 0.06% | 125 |
|
|
2019
Q3 | $227K | Sell |
8,100
-35
| -0.4% | -$981 | 0.07% | 115 |
|
|
2019
Q2 | $225K | Sell |
8,135
-1,088
| -12% | -$30.1K | 0.07% | 119 |
|
|
2019
Q1 | $237K | Buy |
9,223
+28
| +0.3% | +$720 | 0.07% | 112 |
|
|
2018
Q4 | $219K | Sell |
9,195
-390
| -4% | -$9.29K | 0.08% | 109 |
|
|
2018
Q3 | $264K | Hold |
9,585
| – | – | 0.08% | 110 |
|
|
2018
Q2 | $255K | Buy |
9,585
+815
| +9% | +$21.7K | 0.08% | 103 |
|
|
2018
Q1 | $242K | Sell |
8,770
-135
| -2% | -$3.73K | 0.08% | 107 |
|
|
2017
Q4 | $249K | Sell |
8,905
-90
| -1% | -$2.52K | 0.08% | 110 |
|
|
2017
Q3 | $233K | Buy |
+8,995
| New | +$233K | 0.08% | 112 |
|