P.J. Schmidt Investment Management (PJS)’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$487K Buy
2025
Q1
$304K Sell
2024
Q4
$309K Buy
2024
Q3
$257K Hold
2024
Q2
$234K Buy