Medallion Wealth Advisors, LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$286K Sell
2025
Q4
$345K Buy
2025
Q3
$318K Sell
2025
Q2
$339K Sell
2025
Q1
$390K Buy
2024
Q4
$323K Buy