Richards, Merrill & Peterson’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	–	Sell	-725	Closed	-$36.1K	–	481
2025 Q1	$36.1K	Buy	725 +100	+16%	+$4.98K	0.02%	282
2024 Q4	$30.2K	Buy	+625	New	+$30.2K	0.02%	293