Adventist Health System Sunbelt Healthcare Corp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Adventist Health System Sunbelt Healthcare Corp’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 Q1	–	Sell	-4,000,000	Closed	-$193M	–	26
2024 Q4	$193M	Sell	4,000,000 -2,000,000	-33%	-$96.7M	6.18%	5
2024 Q3	$272M	Buy	6,000,000 +800,000	+15%	+$34.9M	11.27%	4
2024 Q2	$214M	Buy	+5,200,000	New	+$214M	10.73%	4

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp's XLF Position: Q1 2025 in Review

Adventist Health System Sunbelt Healthcare Corp sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 4,000,000 shares — an estimated $193M sold.

Adventist Health System Sunbelt Healthcare Corp first reported a position in XLF in Q2 2024 and held it in 3 quarters. The position peaked at $272M in Q3 2024. 1,793 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Adventist Health System Sunbelt Healthcare Corp reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Adventist Health System Sunbelt Healthcare Corp sold 4,000,000 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $193M.
Adventist Health System Sunbelt Healthcare Corp first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and held it in 3 quarters.
Adventist Health System Sunbelt Healthcare Corp's State Street Financial Select Sector SPDR ETF position peaked at $272M in Q3 2024.
1,793 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Adventist Health System Sunbelt Healthcare Corp's 13F filing for Q1 2025, filed 14 May 2025.