Strategies Wealth Advisors’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
$278K Sell
2025
Q1
$427K Buy
2024
Q4
$424K Buy
2024
Q3
$363K Sell
2024
Q2
$342K Buy
2024
Q1
$303K Buy
2023
Q4
$252K Buy
2023
Q3
$204K Buy
2023
Q2
$207K Buy