HMV Wealth Advisors’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
$435K Hold
8,311
0.29% 53
2025
Q1
$414K Hold
8,311
0.33% 54
2024
Q4
$402K Buy
+8,311
New +$402K 0.4% 56