SilverOak Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$309K Hold
2025
Q2
$300K Hold
2025
Q1
$285K Hold
2024
Q4
$277K Hold
2024
Q3
$260K Buy
2024
Q2
$233K Hold
2024
Q1
$238K Hold
2023
Q4
$213K Buy