Prepared Retirement Institute’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	$781K	Sell	14,912 -612	-4%	-$32.1K	0.46%	29
2025 Q1	$773K	Buy	15,524 +6,341	+69%	+$316K	0.49%	29
2024 Q4	$444K	Buy	+9,183	New	+$444K	0.25%	39