Brightwater Advisory’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Sell |
11,931
-100
| -0.8% | -$5.24K | 0.45% | 36 |
|
|
2025
Q1 | $599K | Sell |
12,031
-1,073
| -8% | -$53.4K | 0.47% | 34 |
|
|
2024
Q4 | $633K | Sell |
13,104
-2,144
| -14% | -$104K | 0.5% | 33 |
|
|
2024
Q3 | $691K | Sell |
15,248
-1,244
| -8% | -$56.4K | 0.51% | 35 |
|
|
2024
Q2 | $678K | Sell |
16,492
-3,250
| -16% | -$134K | 0.52% | 34 |
|
|
2024
Q1 | $832K | Sell |
19,742
-567
| -3% | -$23.9K | 0.67% | 31 |
|
|
2023
Q4 | $764K | Buy |
+20,309
| New | +$764K | 0.64% | 30 |
|