Retirement Income Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$497K	Hold	10,062	–	–	0.08%	99
2025 Q4	$551K	Buy	10,062 +797	+9%	+$42.5K	0.09%	87
2025 Q3	$499K	Hold	9,265	–	–	0.09%	92
2025 Q2	$485K	Sell	9,265 -919	-9%	-$45.5K	0.09%	88
2025 Q1	$507K	Buy	10,184 +498	+5%	+$25K	0.11%	73
2024 Q4	$468K	Buy	9,686 +3,627	+60%	+$175K	0.09%	79
2024 Q3	$275K	Buy	6,059 +622	+11%	+$27.1K	0.06%	116
2024 Q2	$224K	Hold	5,437	–	–	0.05%	126
2024 Q1	$229K	Hold	5,437	–	–	0.05%	134
2023 Q4	$204K	Buy	+5,437	New	+$188K	0.05%	136
2023 Q1	–	Sell	-6,292	Closed	-$215K	–	139
2022 Q4	$215K	Sell	6,292 -1,761	-22%	-$59.6K	0.07%	114
2022 Q3	$247K	Hold	8,053	–	–	0.09%	97
2022 Q2	$253K	Sell	8,053 -3,738	-32%	-$129K	0.09%	92
2022 Q1	$452K	Hold	11,791	–	–	0.12%	69
2021 Q4	$460K	Buy	11,791 +6,354	+117%	+$250K	0.12%	69
2021 Q3	$204K	Buy	+5,437	New	+$203K	0.07%	95