Phillips Financial Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Phillips Financial Management’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$139K	Buy
2023 Q3	–	Sell
2023 Q2	$1.25K	Hold
2023 Q1	$1.19K	Hold
2022 Q4	$1.26K	Sell
2022 Q3	$2K	Buy