Total Wealth Planning & Management’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 Q2	$733K	Buy	13,998 +2,837	+25%	+$149K	0.59%	50
2025 Q1	$556K	Sell	11,161 -3,139	-22%	-$156K	0.53%	59
2024 Q4	$691K	Buy	+14,300	New	+$691K	0.63%	38