Summit Financial Strategies’s Financial Select Sector SPDR Fund XLF Stock Holding History

Summit Financial Strategies’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$297K	Hold
2025 Q1	$283K	Hold
2024 Q4	$274K	Hold
2024 Q3	$257K	Hold
2024 Q2	$233K	Buy
2024 Q1	$218K	Buy