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

SilverOak Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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