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

WMS Partners’s Portfolio XLF Stock Details XLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,454
Closed -$554K – 287
2024
Q4 		$554K Hold
11,454
– – 0.03% 169
2024
Q3 		$519K Buy
+11,454
New +$519K 0.03% 174