UP Strategic Wealth Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$629K	Hold
2025 Q2	$618K	Hold
2025 Q1	$588K	Hold
2024 Q4	$571K	Hold
2024 Q3	$535K	Hold
2024 Q2	$485K	Sell
2024 Q1	$502K	Hold
2023 Q4	$449K	Buy