Excalibur Management’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
$222K Hold
4,235
0.08% 156
2025
Q1
$211K Sell
4,235
-30
-0.7% -$1.49K 0.08% 156
2024
Q4
$206K Buy
+4,265
New +$206K 0.08% 158