AIS
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Accredited Investor Services’s Financial Select Sector SPDR Fund XLF Stock Holding History

Accredited Investor Services’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$885K Buy
16,907
+200
+1% +$10.5K 0.67% 17
2025
Q1 		$832K Buy
16,707
+470
+3% +$23.4K 0.7% 16
2024
Q4 		$785K Buy
+16,237
New +$785K 0.63% 19