Brightwater Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$641K Sell
2025
Q2
$625K Sell
2025
Q1
$599K Sell
2024
Q4
$633K Sell
2024
Q3
$691K Sell
2024
Q2
$678K Sell
2024
Q1
$832K Sell
2023
Q4
$764K Buy