Xcel Wealth Management’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
Q2 | $1.38M | Hold |
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|
2025
Q1 | $1.32M | Hold |
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|
2024
Q4 | $1.28M | Hold |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.11M | Hold |
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|
2024
Q1 | $1.14M | Hold |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $829K | Sell |
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|
2023
Q2 | $874K | Hold |
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|
2023
Q1 | $834K | Buy |
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|
2022
Q4 | $799K | Hold |
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|
2022
Q3 | $710K | Hold |
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|
2022
Q2 | $735K | Hold |
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|
2022
Q1 | $896K | Buy |
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|
2021
Q4 | $665K | Sell |
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|
2021
Q3 | $643K | Buy |
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|
2021
Q2 | $625K | Buy |
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|
2021
Q1 | $569K | Buy |
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|
2020
Q4 | $476K | Buy |
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|
2020
Q3 | $388K | Hold |
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|
2020
Q2 | $373K | Hold |
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|
2020
Q1 | $335K | Hold |
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|
2019
Q4 | $496K | Buy |
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|
2019
Q3 | $438K | Hold |
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|
2019
Q2 | $431K | Hold |
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|
2019
Q1 | $402K | Hold |
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|
2018
Q4 | $372K | Buy |
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