Unisphere Establishment XLF β€” FINANCIAL SELECT SECTOR SPDR TR

Ownership history in Unisphere Establishment  Β·  5 quarters on record

AI Ownership Summary

Unisphere Establishment reported FINANCIAL SELECT SECTOR SPDR TR (XLF) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.53% in 2025 Q4. The latest visible filing shows XLF at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Unisphere Establishment's position in FINANCIAL SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLF was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLF stock page Unisphere Establishment fund profile Unisphere Establishment full holdings
How Unisphere Establishment held XLF β€” position size vs. price
% of Fund (quarterly)    XLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 1,300,000 +1,125,000 +642.9% 0.53% $71.2M 2026-02-14 (Est.) $51.39
2025 Q1 UNCHANGED β€” β€” β€” 175,000 β€” 0% 0.08% $8.7M 2025-05-15 $50.50
2024 Q3 REDUCED 41.7% +7.0% ❌ 175,000 -125,000 -41.7% 0.08% $7.9M 2024-11-14 $48.50
2024 Q2 ADDED β€” β€” β€” 300,000 +100,000 +50.0% 0.12% $12.3M 2024-08-14 $41.91
2024 Q1 INITIATED β€” β€” β€” 200,000 β€” β€” 0.09% $8.4M 2024-05-13 $40.40

🏒 Other funds also holding XLF

As of 2026 Q1 β€” sorted by position size

JCSD Capital, LLC 3Y 7Y 26.12% IMZ Advisory Inc 10.13% WestEnd Advisors, LLC 3Y 7Y 9.25% PETREDIS INVESTMENT ADVISORS LLC 3Y 8.1% Keystone Global Partners, LLC 7.92% Yelin Lapidot Holdings Management Ltd. 7.87% Lakeshore Financial Planning, Inc. 7.73% J.Safra Asset Management Corp 3Y 7Y 6.97% SOUTHERN CAPITAL SERVICES INC /ADV 5.89% LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5.84%

FAQ About Unisphere Establishment and XLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Unisphere Establishment reported owning XLF?

Unisphere Establishment reported XLF across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported XLF position in Unisphere Establishment's portfolio?

The largest reported portfolio weight for XLF was 0.53% in 2025 Q4.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2025 Q4, when Unisphere Establishment reported 1,300,000 shares, equal to 0.53% of portfolio, with an estimated market value of $71.2M.

What does the chart on this XLF ownership page compare?

The chart compares Unisphere Establishment's quarterly XLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Unisphere Establishment time their XLF position?

Based on 13F filing dates vs. subsequent XLF price moves, Unisphere Establishment correctly timed 2 out of 3 reported position changes (67%).

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