CAWM
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Capital Advisors Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Capital Advisors Wealth Management’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 		$223K Sell
4,250
-94
-2% -$4.92K 0.04% 178
2025
Q1 		$216K Sell
4,344
-414
-9% -$20.6K 0.04% 169
2024
Q4 		$230K Buy
+4,758
New +$230K 0.04% 163