Talon Private Wealth’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
Q1
Sell
-45,773
Closed -$2.21M 307
2024
Q4
$2.21M Buy
45,773
+25,947
+131% +$1.25M 0.46% 27
2024
Q3
$899K Buy
+19,826
New +$899K 0.19% 24