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Equitable Trust’s Financial Select Sector SPDR Fund XLF Stock Holding History

Equitable Trust’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 		$794K Buy
15,169
+6,276
+71% +$329K 0.04% 258
2025
Q1 		$443K Hold
8,893
– – 0.02% 328
2024
Q4 		$430K Buy
+8,893
New +$430K 0.02% 349