Smith Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Smith Asset 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 Q3	$273K	Buy
2025 Q2	$259K	Buy
2025 Q1	$246K	Sell
2024 Q4	$254K	Buy