PlanWiser Financial’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	$3.02M	Buy	56,871 +13,738	+32%	+$729K	2.57%	15
2025 Q1	$2.13M	Buy	+43,133	New	+$2.13M	1.93%	22