Modera Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

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