Ownership history in BIP Wealth, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in SELECT SECTOR SPDR TR FINANCIAL (XLF). 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 Q3 | UNCHANGED | 6,240 | — | 0% | 0.02% | $336K | $53.68 |
| 2025 Q2 | REDUCED | 6,240 | -1,242 | -16.6% | 0.02% | $327K | $52.02 |
| 2025 Q1 | ADDED | 7,482 | +224 | +3.1% | 0.02% | $373K | $49.30 |
| 2024 Q4 | ADDED | 7,258 | +1,243 | +20.7% | 0.02% | $351K | $47.67 |
| 2024 Q3 | ADDED | 6,015 | +25 | +0.4% | 0.02% | $273K | $44.51 |
| 2024 Q2 | UNCHANGED | 5,990 | — | 0% | 0.02% | $246K | $40.23 |
| 2024 Q1 | REDUCED | 5,990 | -115 | -1.9% | 0.02% | $252K | $41.05 |
| 2023 Q4 | REDUCED | 6,105 | -48 | -0.8% | 0.02% | $230K | $36.51 |
| 2023 Q3 | ADDED | 6,153 | +163 | +2.7% | 0.02% | $204K | $32.05 |
| 2023 Q2 | REDUCED | 5,990 | -1,191 | -16.6% | 0.02% | $202K | $32.43 |
As of 2025 Q4 — sorted by position size