Patrick M. Sweeney & Associates’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
$271K Buy
5,099
+175
+4% +$9.31K 0.19% 131
2025
Q1
$245K Hold
4,924
0.18% 131
2024
Q4
$238K Hold
4,924
0.18% 130
2024
Q3
$223K Hold
4,924
0.16% 137
2024
Q2
$202K Hold
4,924
0.16% 138
2024
Q1
$207K Buy
+4,924
New +$207K 0.17% 134