Winch Advisory Services’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 | $100K | Buy |
1,909
+5
| +0.3% | +$262 | 0.02% | 126 |
|
|
2025
Q1 | $94.8K | Buy |
1,904
+5
| +0.3% | +$249 | 0.03% | 121 |
|
|
2024
Q4 | $91.8K | Buy |
1,899
+27
| +1% | +$1.31K | 0.02% | 120 |
|
|
2024
Q3 | $84.8K | Buy |
1,872
+7
| +0.4% | +$317 | 0.02% | 124 |
|
|
2024
Q2 | $76.7K | Buy |
1,865
+8
| +0.4% | +$329 | 0.02% | 122 |
|
|
2024
Q1 | $78.2K | Buy |
1,857
+6
| +0.3% | +$253 | 0.02% | 119 |
|
|
2023
Q4 | $69.6K | Buy |
1,851
+10
| +0.5% | +$376 | 0.02% | 122 |
|
|
2023
Q3 | $61K | Buy |
1,841
+8
| +0.4% | +$265 | 0.02% | 124 |
|
|
2023
Q2 | $62K | Buy |
1,833
+8
| +0.4% | +$271 | 0.02% | 123 |
|
|
2023
Q1 | $59K | Buy |
1,825
+9
| +0.5% | +$291 | 0.02% | 122 |
|
|
2022
Q4 | $62K | Buy |
1,816
+11
| +0.6% | +$376 | 0.03% | 117 |
|
|
2022
Q3 | $55K | Buy |
1,805
+10
| +0.6% | +$305 | 0.02% | 112 |
|
|
2022
Q2 | $56K | Buy |
1,795
+9
| +0.5% | +$281 | 0.02% | 115 |
|
|
2022
Q1 | $68K | Buy |
1,786
+245
| +16% | +$9.33K | 0.02% | 115 |
|
|
2021
Q4 | $60K | Buy |
1,541
+8
| +0.5% | +$311 | 0.02% | 125 |
|
|
2021
Q3 | $58K | Buy |
1,533
+6
| +0.4% | +$227 | 0.02% | 121 |
|
|
2021
Q2 | $56K | Buy |
1,527
+6
| +0.4% | +$220 | 0.02% | 123 |
|
|
2021
Q1 | $52K | Buy |
1,521
+69
| +5% | +$2.36K | 0.02% | 122 |
|
|
2020
Q4 | $43K | Buy |
1,452
+7
| +0.5% | +$207 | 0.02% | 109 |
|
|
2020
Q3 | $35K | Buy |
1,445
+9
| +0.6% | +$218 | 0.01% | 112 |
|
|
2020
Q2 | $33K | Buy |
1,436
+9
| +0.6% | +$207 | 0.02% | 113 |
|
|
2020
Q1 | $30K | Buy |
1,427
+11
| +0.8% | +$231 | 0.01% | 111 |
|
|
2019
Q4 | $44K | Buy |
1,416
+7
| +0.5% | +$218 | 0.02% | 121 |
|
|
2019
Q3 | $39K | Sell |
1,409
-536
| -28% | -$14.8K | 0.02% | 119 |
|
|
2019
Q2 | $54K | Sell |
1,945
-206
| -10% | -$5.72K | 0.03% | 105 |
|
|
2019
Q1 | $55K | Buy |
2,151
+702
| +48% | +$18K | 0.03% | 108 |
|
|
2018
Q4 | $35K | Buy |
1,449
+280
| +24% | +$6.76K | 0.02% | 119 |
|
|
2018
Q3 | $32K | Sell |
1,169
-3,583
| -75% | -$98.1K | 0.02% | 121 |
|
|
2018
Q2 | $126K | Sell |
4,752
-199,646
| -98% | -$5.29M | 0.07% | 81 |
|
|
2018
Q1 | $5.64M | Buy |
204,398
+7,809
| +4% | +$215K | 3.3% | 6 |
|
|
2017
Q4 | $5.49M | Buy |
196,589
+2,130
| +1% | +$59.5K | 3.3% | 7 |
|
|
2017
Q3 | $5.03M | Buy |
194,459
+2,194
| +1% | +$56.8K | 3.27% | 7 |
|
|
2017
Q2 | $4.74M | Sell |
192,265
-4,675
| -2% | -$115K | 2.98% | 8 |
|
|
2017
Q1 | $4.67M | Buy |
196,940
+4,889
| +3% | +$116K | 2.97% | 6 |
|
|
2016
Q4 | $4.47M | Buy |
192,051
+187,662
| +4,276% | +$4.36M | 3.07% | 6 |
|
|
2016
Q3 | $85K | Sell |
4,389
-673
| -13% | -$13K | 0.07% | 79 |
|
|
2016
Q2 | $102K | Buy |
+5,062
| New | +$102K | 0.12% | 58 |
|
|
2015
Q4 | – | Sell |
-124
| Closed | -$2K | – | 285 |
|
|
2015
Q3 | $2K | Sell |
124
-54,464
| -100% | -$878K | ﹤0.01% | 205 |
|
|
2015
Q2 | $1.17M | Buy |
+54,588
| New | +$1.17M | 0.64% | 45 |
|