Modera Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $595K | Sell |
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|
2025
Q3 | $630K | Buy |
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|
2025
Q2 | $607K | Buy |
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|
2025
Q1 | $566K | Sell |
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|
2024
Q4 | $604K | Buy |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $410K | Buy |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $418K | Buy |
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