BigSur Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

BigSur Wealth Management’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
2026 Q2	$3.31M	Buy	61,820 +800	+1%	+$41.6K	0.8%	34
2026 Q1	$3.01M	Sell	61,020 -9,750	-14%	-$508K	0.85%	33
2025 Q4	$3.88M	Sell	70,770 -100	-0.1%	-$5.33K	0.94%	30
2025 Q3	$3.82M	Hold	70,870	–	–	0.94%	29
2025 Q2	$3.71M	Hold	70,870	–	–	0.94%	32
2025 Q1	$3.53M	Hold	70,870	–	–	0.96%	30
2024 Q4	$3.43M	Hold	70,870	–	–	0.98%	29
2024 Q3	$3.21M	Buy	70,870 +4,000	+6%	+$175K	0.88%	34
2024 Q2	$2.75M	Hold	66,870	–	–	0.84%	35
2024 Q1	$2.82M	Buy	66,870 +42,570	+175%	+$1.68M	0.88%	32
2023 Q4	$914K	Sell	24,300 -31,700	-57%	-$1.1M	0.43%	62
2023 Q3	$1.86M	Buy	56,000 +14,300	+34%	+$493K	0.94%	30
2023 Q2	$1.41M	Sell	41,700 -33,390	-44%	-$1.09M	0.67%	41
2023 Q1	$2.41M	Sell	75,090 -260	-0.3%	-$9.04K	1.13%	23
2022 Q4	$2.58M	Hold	75,350	–	–	1.24%	22
2022 Q3	$2.29M	Sell	75,350 -2,685	-3%	-$88.7K	1.16%	26
2022 Q2	$2.45M	Hold	78,035	–	–	1.16%	25
2022 Q1	$2.99M	Sell	78,035 -18,705	-19%	-$731K	1.17%	24
2021 Q4	$3.78M	Buy	96,740 +7,700	+9%	+$303K	1.48%	16
2021 Q3	$3.34M	Sell	89,040 -7,000	-7%	-$262K	1.5%	16
2021 Q2	$3.52M	Hold	96,040	–	–	1.59%	15
2021 Q1	$3.27M	Hold	96,040	–	–	1.68%	12
2020 Q4	$2.83M	Hold	96,040	–	–	1.6%	14
2020 Q3	$2.31M	Hold	96,040	–	–	1.47%	15
2020 Q2	$2.22M	Sell	96,040 -5,000	-5%	-$114K	1.59%	14
2020 Q1	$2.1M	Buy	101,040 +21,500	+27%	+$592K	1.58%	14
2019 Q4	$2.45M	Sell	79,540 -500	-0.6%	-$14.7K	1.38%	18
2019 Q3	$2.24M	Sell	80,040 -6,000	-7%	-$166K	1.51%	12
2019 Q2	$2.4M	Sell	86,040 -25,700	-23%	-$696K	1.68%	10
2019 Q1	$2.87M	Sell	111,740 -10,000	-8%	-$258K	1.88%	8
2018 Q4	$2.9M	Hold	121,740	–	–	2.06%	8
2018 Q3	$3.36M	Hold	121,740	–	–	2.1%	8
2018 Q2	$3.24M	Hold	121,740	–	–	2.36%	5
2018 Q1	$3.36M	Buy	121,740 +69,480	+133%	+$2M	2.39%	5
2017 Q4	$1.46M	Buy	52,260 +12,260	+31%	+$330K	1.45%	15
2017 Q3	$1.03M	Buy	+40,000	New	+$998K	1.04%	19

Other funds holding XLF

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return