Gray Private Wealth’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
$260K Buy
4,970
+9
+0.2% +$471 0.14% 37
2025
Q1
$247K Buy
4,961
+9
+0.2% +$448 0.15% 34
2024
Q4
$239K Buy
4,952
+11
+0.2% +$532 0.14% 35
2024
Q3
$224K Buy
4,941
+10
+0.2% +$453 0.13% 37
2024
Q2
$203K Buy
4,931
+11
+0.2% +$452 0.13% 38
2024
Q1
$207K Buy
+4,920
New +$207K 0.14% 36