Cary Street Partners Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$745K Sell
2024
Q2
$707K Buy
2024
Q1
$724K Sell
2023
Q4
$688K Sell
2023
Q3
$689K Buy
2023
Q2
$679K Sell
2023
Q1
$734K Sell
2022
Q4
$1.01M Buy
2022
Q3
$37K Buy