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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$684K	Buy	13,062 +993	+8%	+$52K	0.1%	116
2025 Q1	$601K	Buy	12,069 +5,588	+86%	+$278K	0.1%	122
2024 Q4	$313K	Buy	6,481 +754	+13%	+$36.4K	0.05%	156
2024 Q3	$260K	Buy	5,727 +273	+5%	+$12.4K	0.05%	165
2024 Q2	$224K	Buy	+5,454	New	+$224K	0.04%	168