Whitaker-Myers Wealth Managers’s Financial Select Sector SPDR Fund XLF Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.13M	Buy
2025 Q2	$1.34M	Buy
2025 Q1	$1.04M	Buy
2024 Q4	$838K	Sell
2024 Q3	$1.15M	Buy
2024 Q2	$962K	Buy
2024 Q1	$848K	Buy