PWAM
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Private Wealth Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Private Wealth Asset Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$713K Buy
13,615
+4,655
+52% +$244K 0.09% 128
2025
Q1 		$446K Buy
+8,960
New +$446K 0.06% 159