Wernau Asset Management’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
2025
Q3
$330K Sell
2025
Q2
$331K Sell
2025
Q1
$364K Hold
2024
Q4
$353K Buy