Whittier Trust’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 | $1.47M | Buy |
|
|||||
|
2025
Q2 | $1.38M | Hold |
|
|||||
|
2025
Q1 | $1.31M | Sell |
|
|||||
|
2024
Q4 | $1.35M | Buy |
|
|||||
|
2024
Q3 | $1.26M | Buy |
|
|||||
|
2024
Q2 | $1.09M | Sell |
|
|||||
|
2024
Q1 | $1.14M | Buy |
|
|||||
|
2023
Q4 | $980K | Sell |
|
|||||
|
2023
Q3 | $2.34M | Sell |
|
|||||
|
2023
Q2 | $2.44M | Buy |
|
|||||
|
2023
Q1 | $2.29M | Sell |
|
|||||
|
2022
Q4 | $2.58M | Buy |
|
|||||
|
2022
Q3 | $549K | Buy |
|
|||||
|
2022
Q2 | $541K | Buy |
|
|||||
|
2022
Q1 | $561K | Sell |
|
|||||
|
2021
Q4 | $574K | Sell |
|
|||||
|
2021
Q3 | $558K | Sell |
|
|||||
|
2021
Q2 | $623K | Buy |
|
|||||
|
2021
Q1 | $577K | Sell |
|
|||||
|
2020
Q4 | $512K | Sell |
|
|||||
|
2020
Q3 | $454K | Buy |
|
|||||
|
2020
Q2 | $388K | Sell |
|
|||||
|
2020
Q1 | $369K | Sell |
|
|||||
|
2019
Q4 | $1.67M | Sell |
|
|||||
|
2019
Q3 | $1.63M | Buy |
|
|||||
|
2019
Q2 | $1.39M | Sell |
|
|||||
|
2019
Q1 | $1.49M | Sell |
|
|||||
|
2018
Q4 | $1.6M | Buy |
|
|||||
|
2018
Q3 | $645K | Sell |
|
|||||
|
2018
Q2 | $866K | Sell |
|
|||||
|
2018
Q1 | $907K | Sell |
|
|||||
|
2017
Q4 | $1.24M | Buy |
|
|||||
|
2017
Q3 | $900K | Buy |
|
|||||
|
2017
Q2 | $397K | Buy |
|
|||||
|
2017
Q1 | $369K | Sell |
|
|||||
|
2016
Q4 | $429K | Sell |
|
|||||
|
2016
Q3 | $408K | Sell |
|
|||||
|
2016
Q2 | $482K | Sell |
|
|||||
|
2016
Q1 | $494K | Sell |
|
|||||
|
2015
Q4 | $1.25M | Buy |
|
|||||
|
2015
Q3 | $352K | Hold |
|
|||||
|
2015
Q2 | $379K | Sell |
|
|||||
|
2015
Q1 | $484K | Sell |
|
|||||
|
2014
Q4 | $1.14M | Buy |
|
|||||
|
2014
Q3 | $804K | Hold |
|
|||||
|
2014
Q2 | $790K | Hold |
|
|||||
|
2014
Q1 | $776K | Hold |
|
|||||
|
2013
Q4 | $759K | Sell |
|
|||||
|
2013
Q3 | $975K | Hold |
|
|||||
|
2013
Q2 | $952K | Buy |
|