Gratus Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Gratus Wealth Advisors’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$668K	Hold
2025 Q2	$649K	Hold
2025 Q1	$617K	Sell
2024 Q4	$618K	Sell
2024 Q3	$584K	Sell
2024 Q2	$556K	Hold
2024 Q1	$517K	Sell
2023 Q4	$520K	Buy