Fortis Capital Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$612K Sell
2025
Q2
$615K Sell
2025
Q1
$2.94M Buy
2024
Q4
$320K Sell
2024
Q3
$672K Buy
2023
Q2
Sell
2023
Q1
$75.1K Sell
2022
Q4
$139K Buy