United Advisor Group’s Financial Select Sector SPDR Fund XLF Stock Holding History

United Advisor Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$451K	Buy
2025 Q2	$400K	Sell
2025 Q1	$568K	Buy
2024 Q4	–	Sell
2024 Q3	$456K	Buy