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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.3K	Hold	211	–	–	﹤0.01%	445
2026 Q1	$10.4K	Sell	211 -269	-56%	-$14K	﹤0.01%	449
2025 Q4	$26.3K	Buy	480 +33	+7%	+$1.76K	﹤0.01%	353
2025 Q3	$24.1K	Sell	447 -5	-1%	-$265	﹤0.01%	375
2025 Q2	$23.7K	Sell	452 -681	-60%	-$33.7K	﹤0.01%	373
2025 Q1	$56.4K	Sell	1,133 -99	-8%	-$4.97K	0.01%	313
2024 Q4	$59.5K	Hold	1,232	–	–	0.01%	304
2024 Q3	$55.8K	Sell	1,232 -69	-5%	-$3.01K	0.01%	320
2024 Q2	$53.5K	Sell	1,301 -263	-17%	-$10.8K	0.01%	332
2024 Q1	$65.9K	Sell	1,564 -1,803	-54%	-$71.2K	0.01%	326
2023 Q4	$127K	Buy	3,367 +316	+10%	+$10.9K	0.02%	242
2023 Q3	$101K	Hold	3,051	–	–	0.02%	247
2023 Q2	$103K	Hold	3,051	–	–	0.02%	253
2023 Q1	$98.1K	Hold	3,051	–	–	0.02%	264
2022 Q4	$104K	Hold	3,051	–	–	0.02%	255
2022 Q3	$92K	Hold	3,051	–	–	0.02%	269
2022 Q2	$96K	Sell	3,051 -563	-16%	-$19.5K	0.02%	275
2022 Q1	$138K	Buy	3,614 +2,313	+178%	+$90.4K	0.02%	238
2021 Q4	$51K	Buy	1,301 +230	+21%	+$9.04K	0.01%	222
2021 Q3	$40K	Buy	+1,071	New	+$40.1K	0.01%	242
2021 Q1	$36K	Sell	1,071 -582	-35%	-$18.7K	0.01%	279
2020 Q4	$49K	Sell	1,653 -453	-22%	-$12.1K	0.01%	244
2020 Q3	$51K	Hold	2,106	–	–	0.01%	233
2020 Q2	$49K	Hold	2,106	–	–	0.01%	236
2020 Q1	$44K	Buy	2,106 +1,001	+91%	+$27.6K	0.01%	239
2019 Q4	$34K	Buy	+1,105	New	+$32.4K	0.01%	279
2018 Q1	–	Sell	-557	Closed	-$16K	–	446
2017 Q4	$16K	Buy	+557	New	+$15K	﹤0.01%	307
2016 Q2	–	Sell	-723	Closed	-$14K	–	576
2016 Q1	$14K	Buy	+723	New	+$13.8K	﹤0.01%	351

Other funds holding XLF