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

IBEX 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	$899K	Sell
2025 Q1	$1.79M	Buy
2021 Q4	–	Sell
2021 Q3	$81K	Buy
2018 Q3	–	Sell
2018 Q2	$304K	Hold
2018 Q1	$304K	Buy
2017 Q1	–	Sell
2016 Q4	$28K	Buy