Aft Forsyth & Sober’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Aft Forsyth & Sober’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	-20,000	Closed	-$1.05M	–	64
2025 Q2	$1.05M	Hold	20,000	–	–	0.35%	52
2025 Q1	$996K	Hold	20,000	–	–	0.35%	60
2024 Q4	$967K	Hold	20,000	–	–	0.31%	68
2024 Q3	$906K	Hold	20,000	–	–	0.3%	73
2024 Q2	$822K	Hold	20,000	–	–	0.28%	75
2024 Q1	$842K	Hold	20,000	–	–	0.3%	76
2023 Q4	$752K	Hold	20,000	–	–	0.29%	76
2023 Q3	$663K	Hold	20,000	–	–	0.28%	77
2023 Q2	$674K	Hold	20,000	–	–	0.28%	77
2023 Q1	$643K	Hold	20,000	–	–	0.33%	75
2022 Q4	$684K	Hold	20,000	–	–	0.31%	78
2022 Q3	$607K	Hold	20,000	–	–	0.3%	79
2022 Q2	$629K	Hold	20,000	–	–	0.29%	80
2022 Q1	$766K	Buy	+20,000	New	+$782K	0.3%	81
2014 Q1	–	Sell	-504,898	Closed	-$9.69M	–	48
2013 Q4	$9.69M	Hold	504,898	–	–	1.98%	13
2013 Q3	$8.82M	Sell	504,898 -4,500	-0.9%	-$79.8K	1.95%	14
2013 Q2	$8.7M	Buy	+509,398	New	+$8.54M	2.03%	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

Aft Forsyth & Sober's XLF Position: Q3 2025 in Review

Aft Forsyth & Sober sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 20,000 shares — an estimated $1.05M sold.

Aft Forsyth & Sober first reported a position in XLF in Q2 2013 and held it in 17 quarters. The position peaked at $9.69M in Q4 2013. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Aft Forsyth & Sober reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 20,000 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $1.05M.
Aft Forsyth & Sober first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 17 quarters.
Aft Forsyth & Sober's State Street Financial Select Sector SPDR ETF position peaked at $9.69M in Q4 2013.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Aft Forsyth & Sober's 13F filing for Q3 2025, filed 5 Nov 2025.