Founders Grove Wealth Partners’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
$1.81M Sell
34,656
-1,183
-3% -$62K 0.46% 50
2025
Q1
$1.79M Buy
35,839
+4,271
+14% +$213K 0.5% 51
2024
Q4
$1.53M Buy
+31,568
New +$1.53M 0.44% 53