Chapin Davis’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
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