WMS Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History

WMS Partners’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 Q1	–	Sell
2024 Q4	$554K	Hold
2024 Q3	$519K	Buy