Zhang Financial’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 | $2.55M | Buy |
48,724
+29,062
| +148% | +$1.52M | 0.12% | 96 |
|
|
2025
Q1 | $979K | Buy |
19,662
+1,164
| +6% | +$58K | 0.05% | 157 |
|
|
2024
Q4 | $894K | Buy |
18,498
+6,954
| +60% | +$336K | 0.05% | 159 |
|
|
2024
Q3 | $523K | Buy |
11,544
+2
| +0% | +$91 | 0.03% | 192 |
|
|
2024
Q2 | $475K | Buy |
11,542
+2
| +0% | +$82 | 0.03% | 193 |
|
|
2024
Q1 | $486K | Sell |
11,540
-496
| -4% | -$20.9K | 0.04% | 192 |
|
|
2023
Q4 | $453K | Sell |
12,036
-757
| -6% | -$28.5K | 0.04% | 188 |
|
|
2023
Q3 | $424K | Sell |
12,793
-298
| -2% | -$9.89K | 0.04% | 177 |
|
|
2023
Q2 | $441K | Sell |
13,091
-309
| -2% | -$10.4K | 0.05% | 167 |
|
|
2023
Q1 | $431K | Sell |
13,400
-3,117
| -19% | -$100K | 0.05% | 166 |
|
|
2022
Q4 | $565K | Buy |
16,517
+3,726
| +29% | +$127K | 0.07% | 140 |
|
|
2022
Q3 | $388K | Sell |
12,791
-442
| -3% | -$13.4K | 0.06% | 150 |
|
|
2022
Q2 | $416K | Sell |
13,233
-476
| -3% | -$15K | 0.07% | 148 |
|
|
2022
Q1 | $525K | Buy |
13,709
+566
| +4% | +$21.7K | 0.09% | 130 |
|
|
2021
Q4 | $513K | Buy |
+13,143
| New | +$513K | 0.09% | 118 |
|