Advisor OS’s Financial Select Sector SPDR Fund XLF Stock Holding History

Advisor OS’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.08M	Sell
2025 Q1	$2.11M	Buy
2024 Q4	$1.71M	Sell
2024 Q3	$6.68M	Buy
2024 Q2	$5.06M	Buy
2023 Q2	–	Sell
2023 Q1	$2.91M	Buy
2022 Q1	–	Sell
2021 Q4	$593K	Buy
2021 Q3	$252K	Buy