Financial Life Planners’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
$755K Buy
14,415
+229
+2% +$12K 0.61% 23
2025
Q1
$707K Buy
14,186
+7,264
+105% +$362K 0.69% 18
2024
Q4
$335K Buy
+6,922
New +$335K 0.28% 39