Zuckerman Investment 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 | $9M | Buy |
171,795
+197
| +0.1% | +$10.3K | 0.87% | 39 |
|
|
2025
Q1 | $8.55M | Sell |
171,598
-7,252
| -4% | -$361K | 0.92% | 39 |
|
|
2024
Q4 | $9.17M | Buy |
178,850
+1,604
| +0.9% | +$82.2K | 0.88% | 40 |
|
|
2024
Q3 | $8.03M | Buy |
177,246
+374
| +0.2% | +$17K | 0.83% | 41 |
|
|
2024
Q2 | $7.27M | Buy |
176,872
+1,440
| +0.8% | +$59.2K | 0.84% | 40 |
|
|
2024
Q1 | $7.39M | Sell |
175,432
-6,050
| -3% | -$255K | 0.84% | 39 |
|
|
2023
Q4 | $6.82M | Sell |
181,482
-5,638
| -3% | -$212K | 0.88% | 41 |
|
|
2023
Q3 | $6.21M | Sell |
187,120
-1,040
| -0.6% | -$34.5K | 0.89% | 39 |
|
|
2023
Q2 | $6.34M | Sell |
188,160
-3,700
| -2% | -$125K | 0.91% | 38 |
|
|
2023
Q1 | $6.17M | Buy |
191,860
+840
| +0.4% | +$27K | 0.94% | 40 |
|
|
2022
Q4 | $6.53M | Buy |
191,020
+3,983
| +2% | +$136K | 1.03% | 39 |
|
|
2022
Q3 | $5.68M | Buy |
187,037
+4,063
| +2% | +$123K | 1.07% | 33 |
|
|
2022
Q2 | $5.76M | Buy |
182,974
+6,386
| +4% | +$201K | 1.05% | 36 |
|
|
2022
Q1 | $6.77M | Sell |
176,588
-8,820
| -5% | -$338K | 1.09% | 34 |
|
|
2021
Q4 | $7.24M | Buy |
185,408
+2,020
| +1% | +$78.9K | 1.12% | 38 |
|
|
2021
Q3 | $6.88M | Sell |
183,388
-2,100
| -1% | -$78.8K | 1.14% | 37 |
|
|
2021
Q2 | $6.81M | Buy |
185,488
+980
| +0.5% | +$36K | 1.07% | 39 |
|
|
2021
Q1 | $6.28M | Buy |
184,508
+6,496
| +4% | +$221K | 1.03% | 37 |
|
|
2020
Q4 | $5.25M | Sell |
178,012
-440
| -0.2% | -$13K | 0.97% | 39 |
|
|
2020
Q3 | $4.3M | Sell |
178,452
-1,699
| -0.9% | -$40.9K | 0.95% | 40 |
|
|
2020
Q2 | $4.17M | Buy |
180,151
+16,611
| +10% | +$384K | 0.99% | 38 |
|
|
2020
Q1 | $3.41M | Buy |
+163,540
| New | +$3.41M | 0.99% | 39 |
|