Sagespring Wealth Partners’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
$911K Buy
17,396
+5,604
+48% +$293K 0.02% 302
2025
Q1
$587K Buy
11,792
+989
+9% +$49.3K 0.01% 350
2024
Q4
$522K Buy
+10,803
New +$522K 0.01% 340