United Advisor Group’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	$400K	Sell	7,647 -3,752	-33%	-$196K	0.07%	264
2025 Q1	$568K	Buy	+11,399	New	+$568K	0.12%	170
2024 Q4	–	Sell	-10,057	Closed	-$456K	–	402
2024 Q3	$456K	Buy	+10,057	New	+$456K	0.1%	205