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Shepherd Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Shepherd Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$302K Sell
5,829
-10,193
-64% -$528K 0.21% 32
2025
Q1 		$795K Buy
+16,022
New +$795K 0.82% 20