Dopkins Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$291K Hold
2025
Q3
$286K Hold
2025
Q2
$278K Hold
2025
Q1
$264K Hold
2024
Q4
$256K Hold
2024
Q3
$240K Hold
2024
Q2
$218K Hold
2024
Q1
$223K Buy