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

Elmwood Wealth Management’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 Q4	$904K	Buy
2020 Q2	–	Sell
2020 Q1	$5.82K	Buy
2019 Q4	–	Sell
2019 Q3	$6K	Sell
2019 Q2	$6K	Hold
2019 Q1	$5K	Hold
2018 Q4	$5K	Hold
2018 Q3	$5.82K	Hold
2018 Q2	$5.61K	Hold
2018 Q1	$5.82K	Buy