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Optivise Advisory Services’s Financial Select Sector SPDR Fund XLF Stock Holding History

Optivise Advisory Services’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$460K Buy
8,787
+2,088
+31% +$109K 0.24% 100
2025
Q1 		$334K Buy
+6,699
New +$334K 0.19% 115