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

Abich Financial Wealth 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	$29.5K	Buy	+547	New	+$29K	0.01%	369
2024 Q3	–	Sell	-450	Closed	-$18.5K	–	846
2024 Q2	$18.5K	Hold	450	–	–	0.01%	227
2024 Q1	$19K	Hold	450	–	–	0.01%	197
2023 Q4	$16.9K	Buy	+450	New	+$15.6K	0.02%	187

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 $424B AUM 22.94% 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

Abich Financial Wealth Management's XLF Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025: 547 shares worth $29.5K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in XLF as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in XLF in Q4 2023 and has held it in 4 quarters since. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Abich Financial Wealth Management held 547 shares of State Street Financial Select Sector SPDR ETF worth $29.5K as of Q3 2025.
State Street Financial Select Sector SPDR ETF was a new Abich Financial Wealth Management position in Q3 2025.
State Street Financial Select Sector SPDR ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #369 holding.
Abich Financial Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.