AWM
XLF icon

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

Accredited 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 		$5.39K Sell
8
-92
-92% -$4.88K ﹤0.01% 316
2025
Q2 		$5.24K Hold
100
– – ﹤0.01% 313
2025
Q1 		$4.98K Sell
100
-200
-67% -$10K ﹤0.01% 299
2024
Q4 		$14.5K Buy
+300
New +$14.5K 0.01% 217

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Accredited Wealth Management's XLF Position: Q3 2025 in Review

Accredited Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 92% in Q3 2025, selling an estimated $4.88K and leaving 8 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Accredited Wealth Management first reported a position in XLF in Q4 2024 and has held it in 4 quarters since. The position peaked at $14.5K in Q4 2024. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Accredited Wealth Management held 8 shares of State Street Financial Select Sector SPDR ETF worth $5.39K as of Q3 2025.
  • Accredited Wealth Management sold 92 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $4.88K.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #316 holding.
  • Accredited Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $14.5K in Q4 2024.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.