Winthrop Advisory Group’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 | $471K | Buy |
9,000
+2,226
| +33% | +$117K | 0.05% | 105 |
|
|
2025
Q1 | $337K | Buy |
6,774
+1,146
| +20% | +$57.1K | 0.04% | 109 |
|
|
2024
Q4 | $272K | Buy |
5,628
+617
| +12% | +$29.8K | 0.03% | 126 |
|
|
2024
Q3 | $227K | Sell |
5,011
-186
| -4% | -$8.43K | 0.03% | 131 |
|
|
2024
Q2 | $214K | Buy |
5,197
+38
| +0.7% | +$1.56K | 0.03% | 133 |
|
|
2024
Q1 | $217K | Buy |
+5,159
| New | +$217K | 0.03% | 134 |
|
|
2023
Q3 | – | Sell |
-6,120
| Closed | -$206K | – | 135 |
|
|
2023
Q2 | $206K | Buy |
+6,120
| New | +$206K | 0.03% | 127 |
|
|
2023
Q1 | – | Sell |
-6,071
| Closed | -$208K | – | 134 |
|
|
2022
Q4 | $208K | Sell |
6,071
-801
| -12% | -$27.4K | 0.04% | 115 |
|
|
2022
Q3 | $209K | Buy |
6,872
+83
| +1% | +$2.52K | 0.04% | 106 |
|
|
2022
Q2 | $214K | Buy |
+6,789
| New | +$214K | 0.05% | 111 |
|
|
2022
Q1 | – | Sell |
-5,198
| Closed | -$203K | – | 152 |
|
|
2021
Q4 | $203K | Buy |
+5,198
| New | +$203K | 0.04% | 135 |
|