SFS
Summit Financial Strategies’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
5,672
| – | – | 0.03% | 121 |
|
|
2025
Q1 | $283K | Hold |
5,672
| – | – | 0.03% | 117 |
|
|
2024
Q4 | $274K | Hold |
5,672
| – | – | 0.03% | 117 |
|
|
2024
Q3 | $257K | Hold |
5,672
| – | – | 0.03% | 122 |
|
|
2024
Q2 | $233K | Buy |
5,672
+497
| +10% | +$20.4K | 0.03% | 127 |
|
|
2024
Q1 | $218K | Buy |
+5,175
| New | +$218K | 0.03% | 132 |
|