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

Gradient Capital Advisors’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 Q3	$407K	Buy
2025 Q2	$348K	Buy
2025 Q1	$331K	Buy
2024 Q4	$251K	Buy
2024 Q3	$236K	Buy
2024 Q2	$214K	Hold
2024 Q1	$219K	Buy
2022 Q2	–	Sell
2022 Q1	$209K	Buy
2021 Q4	$213K	Buy
2021 Q3	$204K	Buy