Cape Investment Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cape Investment Advisory’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$298K	Sell
2025 Q2	$306K	Buy
2025 Q1	$288K	Sell
2024 Q4	$284K	Buy
2024 Q3	$259K	Buy
2024 Q2	$228K	Sell
2024 Q1	$247K	Buy
2023 Q4	$204K	Buy
2023 Q3	$176K	Buy
2023 Q2	$170K	Buy
2023 Q1	$156K	Buy