J. Safra Sarasin Holding’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	$1.81M	Sell	34,931 -94,685	-73%	-$4.92M	0.03%	246
2025 Q1	$6.39M	Buy	129,616 +8,764	+7%	+$432K	0.12%	128
2024 Q4	$5.83M	Buy	+120,852	New	+$5.83M	0.1%	128
2024 Q3	–	Sell	-24,700	Closed	-$1.02M	–	487
2024 Q2	$1.02M	Buy	+24,700	New	+$1.02M	0.02%	343