Modern Wealth Management’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	$1.05M	Buy	20,051 +1,270	+7%	+$66.5K	0.03%	354
2025 Q1	$935K	Buy	18,781 +351	+2%	+$17.5K	0.03%	310
2024 Q4	$891K	Buy	+18,430	New	+$891K	0.03%	271