Polymer Capital Management (HK)’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	$4.61M	Sell	88,028 -218,535	-71%	-$11.4M	0.7%	42
2025 Q1	$15.3M	Buy	306,563 +211,251	+222%	+$10.5M	2.6%	12
2024 Q4	$4.61M	Buy	95,312 +75,000	+369%	+$3.62M	0.8%	32
2024 Q3	$921K	Sell	20,312 -31,088	-60%	-$1.41M	0.21%	91
2024 Q2	$2.11M	Buy	+51,400	New	+$2.11M	0.43%	58