Chapin Davis’s Financial Select Sector SPDR Fund XLF Stock Holding History

Chapin Davis’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$320K	Hold
2025 Q2	$311K	Sell
2025 Q1	$301K	Sell
2024 Q4	$301K	Hold
2024 Q3	$301K	Hold
2024 Q2	$273K	Buy
2024 Q1	$279K	Hold
2023 Q4	$249K	Buy
2023 Q3	–	Sell
2023 Q2	$203K	Buy