Crux Wealth Advisors’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
$227K Buy
4,340
+14
+0.3% +$733 0.1% 154
2025
Q1
$215K Buy
4,326
+145
+3% +$7.22K 0.11% 165
2024
Q4
$202K Buy
+4,181
New +$202K 0.11% 146