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

BSW Wealth 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 Q3	$291K	Sell
2025 Q2	$329K	Buy
2025 Q1	$312K	Buy
2024 Q2	–	Sell
2024 Q1	$249K	Sell
2023 Q4	$270K	Buy