Modern Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Modern Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.07M	Sell
2025 Q2	$1.07M	Buy
2025 Q1	$935K	Buy
2024 Q4	$891K	Buy