Coldstream Capital Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Coldstream Capital Management’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 Q2	$596K	Buy
2025 Q1	$534K	Sell
2024 Q4	$562K	Buy
2024 Q3	$287K	Buy
2017 Q2	–	Sell
2017 Q1	$220K	Buy