UP Strategic Wealth Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

UP Strategic Wealth Investment Advisors’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 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