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MPWM Advisory Solutions’s Financial Select Sector SPDR Fund XLF Stock Holding History

MPWM Advisory Solutions’s Portfolio XLF Stock Details XLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$86.8K Sell
1,658
-3,673
-69% -$192K 0.05% 123
2025
Q1 		$266K Buy
5,331
+5,081
+2,032% +$253K 0.19% 60
2024
Q4 		$12.1K Buy
+250
New +$12.1K 0.01% 297