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

BlueStem Wealth Partners’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.09M Buy
135,342
+5,435
+4% +$285K 0.87% 22
2025
Q1 		$6.47M Buy
+129,907
New +$6.47M 0.88% 20