WAM
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Wernau Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Wernau Asset Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$331K Sell
6,313
-1,000
-14% -$52.4K 0.23% 35
2025
Q1 		$364K Hold
7,313
– – 0.28% 33
2024
Q4 		$353K Buy
+7,313
New +$353K 0.26% 36