One Wealth Management Investment & Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$454K Hold
2025
Q2
$441K Hold
2025
Q1
$419K Hold
2024
Q4
$407K Hold
2024
Q3
$382K Buy
2024
Q2
$337K Buy
2024
Q1
$334K Buy
2023
Q4
$269K Buy