Westside Investment Management’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 | $4.13M | Hold |
78,796
| – | – | 0.77% | 32 |
|
|
2025
Q1 | $3.92M | Sell |
78,796
-483
| -0.6% | -$24.1K | 0.84% | 28 |
|
|
2024
Q4 | $3.83M | Sell |
79,279
-404
| -0.5% | -$19.5K | 0.81% | 31 |
|
|
2024
Q3 | $3.57M | Sell |
79,683
-2,112
| -3% | -$94.7K | 0.76% | 33 |
|
|
2024
Q2 | $3.36M | Sell |
81,795
-34
| -0% | -$1.4K | 0.77% | 30 |
|
|
2024
Q1 | $3.44M | Sell |
81,829
-115
| -0.1% | -$4.84K | 0.83% | 29 |
|
|
2023
Q4 | $3.08M | Sell |
81,944
-450
| -0.5% | -$16.9K | 0.79% | 32 |
|
|
2023
Q3 | $2.73M | Buy |
82,394
+2,000
| +2% | +$66.3K | 0.79% | 30 |
|
|
2023
Q2 | $2.71M | Sell |
80,394
-900
| -1% | -$30.4K | 0.77% | 30 |
|
|
2023
Q1 | $2.62M | Buy |
81,294
+288
| +0.4% | +$9.27K | 0.77% | 32 |
|
|
2022
Q4 | $489K | Sell |
81,006
-200
| -0.2% | -$1.21K | 1.2% | 19 |
|
|
2022
Q3 | $432K | Buy |
81,206
+673
| +0.8% | +$3.58K | 1.03% | 20 |
|
|
2022
Q2 | $531K | Buy |
80,533
+650
| +0.8% | +$4.29K | 1.2% | 19 |
|
|
2022
Q1 | $544K | Buy |
79,883
+2,100
| +3% | +$14.3K | 1.2% | 19 |
|
|
2021
Q4 | $511K | Sell |
77,783
-1,405
| -2% | -$9.22K | 1.16% | 19 |
|
|
2021
Q3 | $508K | Sell |
79,188
-2,304
| -3% | -$14.8K | 1.17% | 20 |
|
|
2021
Q2 | $486K | Sell |
81,492
-3,994
| -5% | -$23.8K | 1.13% | 20 |
|
|
2021
Q1 | $451K | Buy |
85,486
+1,804
| +2% | +$9.52K | 1.19% | 18 |
|
|
2020
Q4 | $379K | Sell |
83,682
-699
| -0.8% | -$3.17K | 1.04% | 19 |
|
|
2020
Q3 | $307K | Buy |
84,381
+4,444
| +6% | +$16.2K | 0.14% | 20 |
|
|
2020
Q2 | $261K | Sell |
79,937
-2,699
| -3% | -$8.8K | 0.15% | 21 |
|
|
2020
Q1 | $235K | Buy |
+82,636
| New | +$235K | 0.16% | 16 |
|
|
2019
Q2 | $2.32K | Buy |
+83,917
| New | +$2.32K | 0.01% | 94 |
|
|
2018
Q4 | $2.14M | Buy |
89,894
+5,851
| +7% | +$139K | 0.78% | 18 |
|
|
2018
Q3 | $2.33M | Buy |
84,043
+3,140
| +4% | +$86.9K | 0.74% | 15 |
|
|
2018
Q2 | $2.16M | Buy |
80,903
+2,150
| +3% | +$57.4K | 0.76% | 18 |
|
|
2018
Q1 | $2.12M | Buy |
78,753
+9,683
| +14% | +$261K | 1.17% | 15 |
|
|
2017
Q4 | $1.96M | Buy |
69,070
+4,905
| +8% | +$139K | 1.06% | 15 |
|
|
2017
Q3 | $1.68M | Buy |
64,165
+112
| +0.2% | +$2.94K | 1.02% | 18 |
|
|
2017
Q2 | $1.6M | Buy |
64,053
+7,229
| +13% | +$181K | 1.05% | 17 |
|
|
2017
Q1 | $1.33M | Buy |
56,824
+7,656
| +16% | +$180K | 0.64% | 20 |
|
|
2016
Q4 | $1.16M | Buy |
+49,168
| New | +$1.16M | 0.79% | 14 |
|