Capital & Planning LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Capital & Planning LLC’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
2026 Q1	$2.16K	Buy
2025 Q1	–	Sell
2024 Q4	$2.07K	Buy