CWMK
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Caliber Wealth Management (Kansas)’s Financial Select Sector SPDR Fund XLF Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$797K Sell
15,209
-3,703
-20% -$194K 0.09% 148
2025
Q1 		$942K Buy
+18,912
New +$942K 0.13% 130