1248 Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

1248 Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-100,604	Closed	-$5.27M	–	174
2025 Q2	$5.27M	Buy	+100,604	New	+$4.98M	1.95%	14
2025 Q1	–	Sell	-100,872	Closed	-$4.88M	–	172
2024 Q4	$4.88M	Buy	+100,872	New	+$4.88M	2.1%	14

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1248 Management's XLF Position: Q3 2025 in Review

1248 Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 100,604 shares — an estimated $5.27M sold.

1248 Management first reported a position in XLF in Q4 2024 and held it in 2 quarters. The position peaked at $5.27M in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

1248 Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
1248 Management sold 100,604 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $5.27M.
1248 Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
1248 Management's State Street Financial Select Sector SPDR ETF position peaked at $5.27M in Q2 2025.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on 1248 Management's 13F filing for Q3 2025, filed 14 Nov 2025.