Cypress Financial Planning’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
$8.24M Buy
157,356
+5,880
+4% +$308K 2.69% 12
2025
Q1
$7.55M Buy
+151,476
New +$7.55M 2.69% 13