Ipsen Advisor 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	$1.5M	Buy	28,648 +909	+3%	+$47.6K	1.14%	22
2025 Q1	$1.38M	Sell	27,739 -6	-0%	-$299	1.19%	21
2024 Q4	$1.34M	Buy	+27,745	New	+$1.34M	1.15%	23