Greystone 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
$1.01M Buy
19,296
+4,164
+28% +$218K 0.17% 60
2025
Q1
$754K Buy
+15,132
New +$754K 0.14% 74