Spartan Planning & Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$535K	Buy	10,218 +1,925	+23%	+$101K	0.46%	38
2025 Q1	$413K	Sell	8,293 -2,342	-22%	-$117K	0.4%	45
2024 Q4	$514K	Buy	+10,635	New	+$514K	0.47%	40
2023 Q4	$117K	Buy	3,113 +1,660	+114%	+$62.4K	0.12%	85
2023 Q3	$48.2K	Buy	+1,453	New	+$48.2K	0.06%	88