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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$703K Buy
13,423
+2,727
+25% +$143K 0.28% 88
2025
Q1
$533K Buy
10,696
+873
+9% +$43.5K 0.22% 99
2024
Q4
$475K Buy
9,823
+4,507
+85% +$218K 0.19% 103
2024
Q3
$241K Buy
+5,316
New +$241K 0.1% 134