Cary Street Partners’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	$3.91M	Buy	74,654 +21,745	+41%	+$1.14M	0.11%	196
2025 Q1	$2.64M	Buy	52,909 +7,241	+16%	+$361K	0.08%	244
2024 Q4	$2.21M	Buy	+45,668	New	+$2.21M	0.07%	254