Stapp 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
$1.71M Buy
+32,694
New +$1.71M 2.46% 10
2023
Q1
Sell
-77,231
Closed -$2.64M 26
2022
Q4
$2.64M Buy
77,231
+27,688
+56% +$947K 6.33% 6
2022
Q3
$1.5M Buy
+49,543
New +$1.5M 4.39% 11