Measured Wealth Private Client Group’s Financial Select Sector SPDR Fund XLF Stock Holding History

Measured Wealth Private Client Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.79M	Sell
2025 Q2	$3.82M	Buy
2025 Q1	$3.27M	Buy
2024 Q4	$499K	Buy
2024 Q3	$307K	Sell
2024 Q2	$505K	Buy
2024 Q1	$243K	Buy
2018 Q4	–	Sell
2018 Q3	$298K	Buy
2018 Q2	$280K	Buy