Xcel Wealth Management’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 | $1.38M | Hold |
26,438
| – | – | 0.39% | 55 |
|
|
2025
Q1 | $1.32M | Hold |
26,438
| – | – | 0.41% | 54 |
|
|
2024
Q4 | $1.28M | Hold |
26,438
| – | – | 0.35% | 54 |
|
|
2024
Q3 | $1.2M | Sell |
26,438
-550
| -2% | -$24.9K | 0.35% | 58 |
|
|
2024
Q2 | $1.11M | Hold |
26,988
| – | – | 0.35% | 54 |
|
|
2024
Q1 | $1.14M | Hold |
26,988
| – | – | 0.36% | 53 |
|
|
2023
Q4 | $1.01M | Buy |
26,988
+2,000
| +8% | +$75.2K | 0.36% | 53 |
|
|
2023
Q3 | $829K | Sell |
24,988
-952
| -4% | -$31.6K | 0.33% | 59 |
|
|
2023
Q2 | $874K | Hold |
25,940
| – | – | 0.28% | 66 |
|
|
2023
Q1 | $834K | Buy |
25,940
+2,568
| +11% | +$82.6K | 0.29% | 63 |
|
|
2022
Q4 | $799K | Hold |
23,372
| – | – | 0.31% | 63 |
|
|
2022
Q3 | $710K | Hold |
23,372
| – | – | 0.26% | 67 |
|
|
2022
Q2 | $735K | Hold |
23,372
| – | – | 0.27% | 64 |
|
|
2022
Q1 | $896K | Buy |
23,372
+6,350
| +37% | +$243K | 0.25% | 75 |
|
|
2021
Q4 | $665K | Sell |
17,022
-115
| -0.7% | -$4.49K | 0.17% | 87 |
|
|
2021
Q3 | $643K | Buy |
17,137
+103
| +0.6% | +$3.87K | 0.19% | 84 |
|
|
2021
Q2 | $625K | Buy |
17,034
+313
| +2% | +$11.5K | 0.19% | 87 |
|
|
2021
Q1 | $569K | Buy |
16,721
+547
| +3% | +$18.6K | 0.2% | 82 |
|
|
2020
Q4 | $476K | Buy |
16,174
+53
| +0.3% | +$1.56K | 0.21% | 80 |
|
|
2020
Q3 | $388K | Hold |
16,121
| – | – | 0.2% | 81 |
|
|
2020
Q2 | $373K | Hold |
16,121
| – | – | 0.23% | 73 |
|
|
2020
Q1 | $335K | Hold |
16,121
| – | – | 0.3% | 61 |
|
|
2019
Q4 | $496K | Buy |
16,121
+470
| +3% | +$14.5K | 0.41% | 46 |
|
|
2019
Q3 | $438K | Hold |
15,651
| – | – | 0.41% | 47 |
|
|
2019
Q2 | $431K | Hold |
15,651
| – | – | 0.42% | 50 |
|
|
2019
Q1 | $402K | Hold |
15,651
| – | – | 0.41% | 51 |
|
|
2018
Q4 | $372K | Buy |
+15,651
| New | +$372K | 0.46% | 47 |
|