AHL Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

AHL Investment 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	$541K	Hold	10,043	–	–	0.37%	47
2025 Q2	$526K	Hold	10,043	–	–	0.35%	47
2025 Q1	$500K	Sell	10,043 -1,200	-11%	-$60.2K	0.34%	48
2024 Q4	$543K	Hold	11,243	–	–	0.38%	49
2024 Q3	$510K	Hold	11,243	–	–	0.35%	48
2024 Q2	$462K	Hold	11,243	–	–	0.34%	49
2024 Q1	$474K	Sell	11,243 -1,200	-10%	-$47.4K	0.36%	46
2023 Q4	$468K	Hold	12,443	–	–	0.38%	45
2023 Q3	$413K	Buy	12,443 +30	+0.2%	+$1.03K	0.37%	46
2023 Q2	$418K	Buy	12,413 +180	+1%	+$5.88K	0.37%	44
2023 Q1	$393K	Hold	12,233	–	–	0.36%	47
2022 Q4	$418K	Buy	+12,233	New	+$414K	0.39%	45
2022 Q1	–	Sell	-4,400	Closed	-$172K	–	311
2021 Q4	$172K	Buy	+4,400	New	+$173K	0.16%	66

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

AHL Investment Management's XLF Position: Q3 2025 in Review

AHL Investment Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2025 at 10,043 shares worth $541K. The position accounts for 0.37% of the portfolio, ranked #47.

AHL Investment Management first reported a position in XLF in Q4 2021 and has held it in 13 quarters since. The position peaked at $543K in Q4 2024. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

AHL Investment Management held 10,043 shares of State Street Financial Select Sector SPDR ETF worth $541K as of Q3 2025.
AHL Investment Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Financial Select Sector SPDR ETF made up 0.37% of AHL Investment Management's portfolio in Q3 2025, its #47 holding.
AHL Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
AHL Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $543K 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 AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.