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Dopkins Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Dopkins Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$278K Hold
5,305
– – 0.12% 66
2025
Q1 		$264K Hold
5,305
– – 0.13% 68
2024
Q4 		$256K Hold
5,305
– – 0.13% 69
2024
Q3 		$240K Hold
5,305
– – 0.19% 52
2024
Q2 		$218K Hold
5,305
– – 0.13% 71
2024
Q1 		$223K Buy
+5,305
New +$223K 0.13% 69