Regent Peak Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Regent Peak Wealth Advisors’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$237K	Hold
2025 Q3	$233K	Buy
2025 Q1	$216K	Hold
2024 Q4	$209K	Buy
2021 Q2	–	Sell
2021 Q1	$262K	Buy
2020 Q4	$162K	Buy