WhitTier Trust Company’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $504K | Sell |
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|
2025
Q2 | $600K | Hold |
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|
2025
Q1 | $570K | Buy |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $440K | Hold |
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|
2024
Q2 | $400K | Hold |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $447K | Hold |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $401K | Hold |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $2.4M | Sell |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $3.01M | Buy |
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|
2021
Q4 | $2.38M | Hold |
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|
2021
Q3 | $2.29M | Sell |
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|
2021
Q2 | $2.24M | Buy |
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|
2021
Q1 | $2.05M | Buy |
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|
2020
Q4 | $229K | Hold |
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|
2020
Q3 | $187K | Hold |
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|
2020
Q2 | $179K | Sell |
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|
2020
Q1 | $331K | Sell |
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|
2019
Q4 | $512K | Sell |
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|
2019
Q3 | $470K | Buy |
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|
2019
Q2 | $429K | Sell |
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|
2019
Q1 | $421K | Sell |
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|
2018
Q4 | $610K | Buy |
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|
2018
Q3 | $421K | Hold |
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|
2018
Q2 | $406K | Buy |
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|
2018
Q1 | $369K | Buy |
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|
2017
Q4 | $323K | Hold |
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|
2017
Q3 | $299K | Hold |
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|
2017
Q2 | $285K | Hold |
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|
2017
Q1 | $274K | Buy |
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|
2016
Q4 | $248K | Sell |
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|
2016
Q3 | $272K | Buy |
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|
2016
Q2 | $269K | Sell |
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|
2016
Q1 | $315K | Hold |
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|
2015
Q4 | $333K | Buy |
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|
2015
Q3 | $72K | Buy |
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|
2015
Q2 | $73K | Buy |
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