Wealth Alliance Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Hold	5,396	–	–	0.04%	166
2025 Q4	$296K	Hold	5,396	–	–	0.05%	159
2025 Q3	$291K	Hold	5,396	–	–	0.05%	153
2025 Q2	$283K	Hold	5,396	–	–	0.05%	154
2025 Q1	$269K	Hold	5,396	–	–	0.06%	156
2024 Q4	$261K	Buy	5,396 +1	+0%	+$48	0.06%	155
2024 Q3	$244K	Buy	5,395 +1	+0%	+$44	0.05%	165
2024 Q2	$222K	Buy	5,394 +1	+0%	+$41	0.05%	170
2024 Q1	$227K	Sell	5,393 -249	-4%	-$9.83K	0.05%	169
2023 Q4	$212K	Buy	+5,642	New	+$195K	0.06%	168
2023 Q2	–	Sell	-6,738	Closed	-$217K	–	184
2023 Q1	$217K	Sell	6,738 -158	-2%	-$5.49K	0.08%	142
2022 Q4	$236K	Buy	6,896 +159	+2%	+$5.38K	0.09%	139
2022 Q3	$205K	Hold	6,737	–	–	0.09%	133
2022 Q2	$212K	Buy	6,737 +16	+0.2%	+$553	0.1%	127
2022 Q1	$258K	Sell	6,721 -3,894	-37%	-$152K	0.11%	120
2021 Q4	$415K	Buy	10,615 +4,413	+71%	+$173K	0.18%	92
2021 Q3	$233K	Buy	6,202 +12	+0.2%	+$449	0.11%	126
2021 Q2	$227K	Hold	6,190	–	–	0.11%	132
2021 Q1	$211K	Buy	+6,190	New	+$199K	0.11%	136