Zullo 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 | $5.46M | Sell |
104,207
-102
| -0.1% | -$5.34K | 2.21% | 8 |
|
|
2025
Q1 | $5.2M | Sell |
104,309
-207
| -0.2% | -$10.3K | 2.23% | 7 |
|
|
2024
Q4 | $5.05M | Sell |
104,516
-1,187
| -1% | -$57.4K | 2.04% | 7 |
|
|
2024
Q3 | $4.79M | Buy |
105,703
+402
| +0.4% | +$18.2K | 1.99% | 7 |
|
|
2024
Q2 | $4.33M | Buy |
105,301
+563
| +0.5% | +$23.1K | 1.9% | 7 |
|
|
2024
Q1 | $4.41M | Buy |
104,738
+974
| +0.9% | +$41K | 2.07% | 7 |
|
|
2023
Q4 | $3.9M | Sell |
103,764
-2,398
| -2% | -$90.2K | 2% | 7 |
|
|
2023
Q3 | $3.52M | Buy |
106,162
+4,928
| +5% | +$163K | 2.06% | 7 |
|
|
2023
Q2 | $3.41M | Sell |
101,234
-316
| -0.3% | -$10.7K | 1.95% | 7 |
|
|
2023
Q1 | $3.26M | Buy |
101,550
+1,600
| +2% | +$51.4K | 2.03% | 7 |
|
|
2022
Q4 | $3.42M | Buy |
99,950
+52
| +0.1% | +$1.78K | 2.09% | 5 |
|
|
2022
Q3 | $3.03M | Buy |
99,898
+4,121
| +4% | +$125K | 1.96% | 6 |
|
|
2022
Q2 | $3.01M | Buy |
95,777
+3,406
| +4% | +$107K | 1.88% | 6 |
|
|
2022
Q1 | $3.54M | Buy |
92,371
+5,768
| +7% | +$221K | 1.84% | 6 |
|
|
2021
Q4 | $3.38M | Buy |
+86,603
| New | +$3.38M | 1.74% | 6 |
|