Vantage Financial Partners (Wisconsin)’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
$410K Buy
7,832
+544
+7% +$28.5K 0.09% 125
2025
Q1
$363K Buy
7,288
+2,730
+60% +$136K 0.09% 122
2024
Q4
$220K Sell
4,558
-9,044
-66% -$437K 0.06% 160
2024
Q3
$616K Buy
+13,602
New +$616K 0.15% 94