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Allegheny Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Allegheny Financial Group’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
-5,018
Closed -$263K – 272
2025
Q2 		$263K Hold
5,018
– – 0.06% 201
2025
Q1 		$250K Hold
5,018
– – 0.06% 190
2024
Q4 		$243K Buy
5,018
+200
+4% +$9.67K 0.06% 196
2024
Q3 		$218K Buy
+4,818
New +$210K 0.05% 223

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

Allegheny Financial Group's XLF Position: Q3 2025 in Review

Allegheny Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 5,018 shares — an estimated $263K sold.

Allegheny Financial Group first reported a position in XLF in Q3 2024 and held it in 4 quarters. The position peaked at $263K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Allegheny Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Allegheny Financial Group sold 5,018 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $263K.
  • Allegheny Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and held it in 4 quarters.
  • Allegheny Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $263K in Q2 2025.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Allegheny Financial Group's 13F filing for Q3 2025, filed 6 Nov 2025.