Gratus Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Gratus Wealth 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 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