Waypoint Wealth Counsel’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	$783K	Hold	14,950	–	–	0.39%	44
2025 Q1	$745K	Buy	14,950 +181	+1%	+$9.02K	0.47%	41
2024 Q4	$714K	Hold	14,769	–	–	0.47%	43
2024 Q3	$669K	Buy	+14,769	New	+$669K	0.45%	43