Retirement Planning Company of New England’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	$213K	Buy	4,064 +13	+0.3%	+$681	0.09%	218
2025 Q1	$202K	Buy	+4,051	New	+$202K	0.1%	222
2022 Q2	–	Sell	-5,550	Closed	-$212K	–	233
2022 Q1	$212K	Buy	5,550 +12	+0.2%	+$458	0.12%	214
2021 Q4	$216K	Buy	+5,538	New	+$216K	0.11%	208