Measured Wealth Private Client Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.88M | Sell |
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|
2025
Q4 | $5.98M | Buy |
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|
2025
Q3 | $3.79M | Sell |
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|
2025
Q2 | $3.82M | Buy |
|
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|
2025
Q1 | $3.27M | Buy |
|
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|
2024
Q4 | $499K | Buy |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $505K | Buy |
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|
2024
Q1 | $243K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $298K | Buy |
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|
2018
Q2 | $280K | Buy |
|