Ballentine Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ballentine Partners’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1M	Hold
2025 Q2	$975K	Sell
2025 Q1	$1.19M	Buy
2017 Q4	–	Sell
2017 Q3	$66K	Sell
2017 Q2	$1.03M	Buy
2017 Q1	$68K	Buy
2016 Q4	$41K	Buy