INVST’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 Q1	$2.48M	Buy	49,779 +1,478	+3%	+$73.6K	0.34%	63
2024 Q4	$2.33M	Buy	48,301 +16,600	+52%	+$802K	0.28%	68
2024 Q3	$1.44M	Buy	31,701 +24,977	+371%	+$1.13M	0.17%	81
2024 Q2	$277K	Buy	+6,724	New	+$277K	0.03%	222