M.E. Allison & Co’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	$1.02M	Buy	19,428 +2,505	+15%	+$131K	0.82%	33
2025 Q1	$843K	Buy	16,923 +236	+1%	+$11.8K	0.83%	29
2024 Q4	$806K	Buy	+16,687	New	+$806K	0.89%	31