Nicolet Advisory Services’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 Q1	–	Sell	-5,342	Closed	-$253K	–	411
2024 Q4	$253K	Buy	+5,342	New	+$253K	0.02%	329
2020 Q2	–	Sell	-14,152	Closed	-$295K	–	213
2020 Q1	$295K	Buy	+14,152	New	+$295K	0.05%	142