Lionshead 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
$300K Hold
5,724
0.28% 73
2025
Q1
$285K Sell
5,724
-5,724
-50% -$285K 0.3% 70
2024
Q4
$553K Buy
+11,448
New +$553K 0.4% 53