Family 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	$4.29K	Sell	82 -500	-86%	-$26.2K	﹤0.01%	215
2025 Q1	$29K	Hold	582	–	–	﹤0.01%	184
2024 Q4	$28.1K	Buy	+582	New	+$28.1K	﹤0.01%	171
2023 Q1	–	Sell	-4,195	Closed	-$143K	–	182
2022 Q4	$143K	Buy	+4,195	New	+$143K	0.04%	141