Davies Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Davies Financial Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$633K	Sell
2025 Q2	$748K	Sell
2025 Q1	$1.15M	Sell
2024 Q4	$1.13M	Sell
2024 Q3	$1.07M	Sell
2024 Q2	$989K	Buy
2024 Q1	$945K	Buy