YHB Investment Advisors’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 | $564K | Buy |
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|
2025
Q2 | $505K | Sell |
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|
2025
Q1 | $481K | Sell |
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|
2024
Q4 | $517K | Hold |
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|
2024
Q3 | $485K | Sell |
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|
2024
Q2 | $532K | Buy |
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|
2024
Q1 | $450K | Buy |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $442K | Buy |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $355K | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $433K | Hold |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $407K | Hold |
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|
2021
Q1 | $393K | Sell |
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|
2020
Q4 | $411K | Buy |
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|
2020
Q3 | $332K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $392K | Buy |
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|
2019
Q3 | $279K | Buy |
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|
2019
Q2 | $242K | Buy |
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