Beacon Investment Advisory Services’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	$396K	Sell	7,563 -52	-0.7%	-$2.72K	0.02%	187
2025 Q1	$379K	Buy	7,615 +2,989	+65%	+$149K	0.02%	182
2024 Q4	$224K	Hold	4,626	–	–	0.01%	234
2024 Q3	$210K	Buy	+4,626	New	+$210K	0.01%	242