BA
Bluesphere Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
11,780
+2,061
| +21% | +$108K | 0.31% | 41 |
|
|
2025
Q1 | $484K | Buy |
9,719
+4,511
| +87% | +$225K | 0.28% | 45 |
|
|
2024
Q4 | $252K | Buy |
+5,208
| New | +$252K | 0.12% | 91 |
|
|
2023
Q1 | – | Sell |
-139,015
| Closed | -$4.75M | – | 85 |
|
|
2022
Q4 | $4.75M | Sell |
139,015
-1,782
| -1% | -$60.9K | 4.22% | 3 |
|
|
2022
Q3 | $4.28M | Sell |
140,797
-554
| -0.4% | -$16.8K | 4.27% | 5 |
|
|
2022
Q2 | $4.45M | Sell |
141,351
-7,977
| -5% | -$251K | 4.32% | 5 |
|
|
2022
Q1 | $5.72M | Buy |
149,328
+8,422
| +6% | +$323K | 4.84% | 5 |
|
|
2021
Q4 | $5.5M | Buy |
140,906
+3,703
| +3% | +$145K | 4.57% | 6 |
|
|
2021
Q3 | $5.15M | Sell |
137,203
-1,380
| -1% | -$51.8K | 4.94% | 4 |
|
|
2021
Q2 | $5.09M | Buy |
138,583
+6,306
| +5% | +$231K | 4.5% | 5 |
|
|
2021
Q1 | $4.5M | Buy |
132,277
+14,876
| +13% | +$507K | 4.07% | 6 |
|
|
2020
Q4 | $3.46M | Buy |
+117,401
| New | +$3.46M | 3.71% | 8 |
|