Carnegie Lake Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$714K Sell
2025
Q2
$703K Buy
2025
Q1
$533K Buy
2024
Q4
$475K Buy
2024
Q3
$241K Buy