Family Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Family Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.29K	Sell
2025 Q1	$29K	Hold
2024 Q4	$28.1K	Buy
2023 Q1	–	Sell
2022 Q4	$143K	Buy