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

Phillips Wealth Planners’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
2026 Q1	$1.68M	Buy
2025 Q4	$1.68M	Buy
2025 Q3	$1.26M	Buy
2025 Q2	$1.19M	Buy
2025 Q1	$1.03M	Sell
2024 Q4	$1.36M	Buy
2024 Q3	$1.01M	Buy
2024 Q2	$611K	Buy
2024 Q1	$576K	Buy