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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
2025
Q1
$229K Buy
2024
Q3
$947K Sell
2024
Q2
$867K Buy
2022
Q1
Sell
2021
Q4
$518K Hold
2021
Q3
$498K Hold
2021
Q2
$487K Buy