Ownership history in Bellwether Advisors, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in SELECT SECTOR SPDR TR (XLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 407,451 | +12,783 | +3.2% | 7.65% | $48.0M | $117.72 |
| 2025 Q3 | ADDED | 394,668 | +192,785 | +95.5% | 7.72% | $46.7M | $117.99 |
| 2025 Q2 | ADDED | 201,883 | +192,848 | +2134.5% | 3.74% | $21.9M | $107.80 |
| 2025 Q1 | REDUCED | 9,035 | -107,362 | -92.2% | 0.18% | $871K | $95.57 |
| 2024 Q4 | REDUCED | 116,397 | -75,484 | -39.3% | 2.01% | $11.3M | $95.65 |
| 2024 Q3 | ADDED | 191,881 | +41,303 | +27.4% | 3.33% | $17.3M | $89.08 |
| 2024 Q2 | REDUCED | 150,578 | -37,723 | -20.0% | 2.71% | $12.9M | $84.16 |
| 2024 Q1 | ADDED | 188,301 | +7,054 | +3.9% | 3.38% | $15.4M | $80.01 |
| 2023 Q4 | ADDED | 181,247 | +89,870 | +98.4% | 3.24% | $13.2M | $71.00 |
| 2023 Q3 | REDUCED | 91,377 | -37,267 | -29.0% | 1.63% | $6.0M | $63.92 |
As of 2025 Q4 — sorted by position size