Oak Family Advisors’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	$2.48M	Buy	+47,376	New	+$2.48M	0.78%	38
2025 Q1	–	Sell	-42,689	Closed	-$2.06M	–	120
2024 Q4	$2.06M	Buy	+42,689	New	+$2.06M	0.75%	38