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

Kingswood Wealth Advisors’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.75M	Buy
2025 Q2	$4.21M	Buy
2025 Q1	$3.91M	Sell
2024 Q4	$4.03M	Sell
2024 Q3	$4.19M	Buy
2024 Q2	$799K	Buy
2024 Q1	$766K	Sell
2023 Q4	$921K	Buy
2023 Q3	$384K	Buy