Ehrlich Financial Group’s Financial Select Sector SPDR Fund XLF Stock Holding History

Ehrlich Financial Group’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$497K	Sell
2025 Q2	$487K	Sell
2025 Q1	$1.26M	Buy
2024 Q4	$318K	Buy
2024 Q3	$252K	Sell
2024 Q2	$245K	Sell
2024 Q1	$404K	Buy
2023 Q4	$301K	Buy