Summit Financial Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$307K	Buy
2025 Q2	$297K	Hold
2025 Q1	$283K	Hold
2024 Q4	$274K	Hold
2024 Q3	$257K	Hold
2024 Q2	$233K	Buy
2024 Q1	$218K	Buy