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Partners Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Partners Wealth Management’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 		$871K Sell
17,511
-234
-1% -$11.6K 0.99% 34
2025
Q1 		$884K Buy
17,745
+334
+2% +$16.6K 1% 33
2024
Q4 		$841K Buy
+17,411
New +$841K 0.96% 33