Premier Path Wealth Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13.8M Buy
2025
Q2
$12.9M Buy
2025
Q1
$11M Sell
2024
Q4
$11.5M Sell
2024
Q3
$10.9M Buy
2024
Q2
$9.68M Buy
2024
Q1
$9.73M Buy
2023
Q4
$7.47M Buy