Ballentine Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History

Ballentine Partners’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	$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