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

AllSquare 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	$1.67K	Hold	31	–	–	﹤0.01%	467
2025 Q2	$1.62K	Hold	31	–	–	﹤0.01%	472
2025 Q1	$1.54K	Hold	31	–	–	﹤0.01%	474
2024 Q4	$1.5K	Hold	31	–	–	﹤0.01%	473
2024 Q3	$1.41K	Hold	31	–	–	﹤0.01%	480
2024 Q2	$1.27K	Hold	31	–	–	﹤0.01%	481
2024 Q1	$1.31K	Hold	31	–	–	﹤0.01%	480
2023 Q4	$1.17K	Hold	31	–	–	﹤0.01%	483
2023 Q3	$1.03K	Sell	31 -798	-96%	-$27.5K	﹤0.01%	492
2023 Q2	$26.6K	Hold	829	–	–	0.02%	274
2023 Q1	$26.7K	Hold	829	–	–	0.02%	278
2022 Q4	$28.4K	Hold	829	–	–	0.02%	260
2022 Q3	$25K	Hold	829	–	–	0.02%	262
2022 Q2	$26K	Hold	829	–	–	0.02%	268
2022 Q1	$32K	Hold	829	–	–	0.02%	267
2021 Q4	$32K	Hold	829	–	–	0.02%	271
2021 Q3	$31K	Sell	829 -788	-49%	-$29.5K	0.02%	273
2021 Q2	$59K	Hold	1,617	–	–	0.03%	211
2021 Q1	$55K	Buy	1,617 +788	+95%	+$25.3K	0.03%	217
2020 Q4	$24K	Hold	829	–	–	0.02%	263
2020 Q3	$20K	Buy	829 +386	+87%	+$9.39K	0.01%	269
2020 Q2	$10K	Buy	443 +412	+1,329%	+$9.36K	0.01%	344
2020 Q1	$1K	Sell	31 -300	-91%	-$8.26K	﹤0.01%	441
2019 Q4	$10K	Hold	331	–	–	0.01%	335
2019 Q3	$9K	Hold	331	–	–	0.01%	337
2019 Q2	$9K	Hold	331	–	–	0.01%	348
2019 Q1	$9K	Hold	331	–	–	0.01%	345
2018 Q4	$8K	Hold	331	–	–	0.01%	346
2018 Q3	$9K	Sell	331 -1,500	-82%	-$42K	0.01%	356
2018 Q2	$49K	Hold	1,831	–	–	0.04%	178
2018 Q1	$50K	Buy	1,831 +1,800	+5,806%	+$51.8K	0.04%	147
2017 Q4	$1K	Hold	31	–	–	﹤0.01%	379
2017 Q3	$1K	Buy	+31	New	+$773	﹤0.01%	360
2017 Q2	–	Sell	-31	Closed	-$1K	–	358
2017 Q1	$1K	Hold	31	–	–	﹤0.01%	357
2016 Q4	$1K	Buy	+31	New	+$665	﹤0.01%	332

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

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

AllSquare Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2025 at 31 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

AllSquare Wealth Management first reported a position in XLF in Q4 2016 and has held it in 35 quarters since. The position peaked at $59K in Q2 2021. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

AllSquare Wealth Management held 31 shares of State Street Financial Select Sector SPDR ETF worth $1.67K as of Q3 2025.
AllSquare Wealth 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 ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #467 holding.
AllSquare Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 35 quarters since.
AllSquare Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $59K in Q2 2021.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.