Grantvest Financial Group’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	$1.06M	Sell	20,188 -1,464	-7%	-$76.7K	0.78%	30
2025 Q1	$1.08M	Buy	21,652 +6,297	+41%	+$314K	0.87%	26
2024 Q4	$742K	Buy	+15,355	New	+$742K	0.83%	34