Smith & Howard Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Smith & Howard Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$228K	Hold
2025 Q2	$221K	Hold
2025 Q1	$210K	Hold
2024 Q4	$204K	Buy
2014 Q1	–	Sell
2013 Q4	$146K	Buy
2013 Q3	$132K	Buy
2013 Q2	$126K	Buy