180 Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

180 Wealth Advisors’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	-6,119	Closed	-$320K	–	467
2025 Q2	$320K	Buy	6,119 +448	+8%	+$22.2K	0.04%	323
2025 Q1	$282K	Buy	5,671 +72	+1%	+$3.61K	0.05%	332
2024 Q4	$271K	Hold	5,599	–	–	0.04%	336
2024 Q3	$254K	Hold	5,599	–	–	0.04%	362
2024 Q2	$237K	Hold	5,599	–	–	0.04%	368
2024 Q1	$236K	Sell	5,599 -100	-2%	-$3.95K	0.04%	340
2023 Q4	$215K	Buy	+5,699	New	+$197K	0.04%	343
2023 Q1	–	Sell	-5,799	Closed	-$210K	–	388
2022 Q4	$210K	Buy	+5,799	New	+$196K	0.05%	328

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

180 Wealth Advisors's XLF Position: Q3 2025 in Review

180 Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 6,119 shares — an estimated $320K sold.

180 Wealth Advisors first reported a position in XLF in Q4 2022 and held it in 8 quarters. The position peaked at $320K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

180 Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
180 Wealth Advisors sold 6,119 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $320K.
180 Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
180 Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $320K 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 180 Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.