Retirement Planning Group (New York)’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	$4.02M	Sell	76,795 -1,634	-2%	-$85.6K	3.53%	7
2025 Q1	$3.91M	Buy	78,429 +4,813	+7%	+$240K	3.98%	6
2024 Q4	$3.56M	Buy	+73,616	New	+$3.56M	3.92%	8