LWM
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Lifetime Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lifetime Wealth Management’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
2026
Q1 		$267K Sell
2025
Q4 		$316K Buy