Cyndeo Wealth Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History

Cyndeo Wealth Partners’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	$343K	Sell
2025 Q2	$334K	Sell
2025 Q1	$338K	Buy
2024 Q4	$210K	Sell
2024 Q3	$267K	Buy