Jupiter Wealth Management’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
$264K Buy
+5,000
New +$264K 0.13% 74
2025
Q1
Sell
-10,000
Closed -$483K 87
2024
Q4
$483K Buy
+10,000
New +$483K 0.24% 66
2020
Q1
Sell
-17,330
Closed -$534K 97
2019
Q4
$534K Buy
+17,330
New +$534K 0.26% 54