Fiduciary Family Office’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 Q1	–	Sell	-472,667	Closed	-$22.8M	–	230
2024 Q4	$22.8M	Buy	472,667 +466,184	+7,191%	+$22.5M	6.72%	7
2024 Q3	$294K	Buy	+6,483	New	+$294K	0.1%	169
2024 Q2	–	Sell	-15,080	Closed	-$635K	–	220
2024 Q1	$635K	Buy	+15,080	New	+$635K	0.25%	113