Brightwater Advisory’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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