Brendel Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$718K Sell
2024
Q4
$745K Sell
2024
Q3
$777K Buy
2023
Q2
Sell
2023
Q1
$689K Buy
2022
Q4
$685K Buy