Almanack Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Almanack Investment Partners’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	-10,874	Closed	-$526K	–	203
2024 Q4	$526K	Buy	+10,874	New	+$526K	0.08%	107
2019 Q3	–	Sell	-6,557	Closed	-$181K	–	301
2019 Q2	$181K	Buy	+6,557	New	+$178K	0.04%	193
2018 Q2	–	Sell	-4,823	Closed	-$133K	–	181
2018 Q1	$133K	Buy	+4,823	New	+$139K	0.05%	145

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Almanack Investment Partners's XLF Position: Q1 2025 in Review

Almanack Investment Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 10,874 shares — an estimated $526K sold.

Almanack Investment Partners first reported a position in XLF in Q1 2018 and held it in 3 quarters. The position peaked at $526K in Q4 2024. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Almanack Investment Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Almanack Investment Partners sold 10,874 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $526K.
Almanack Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
Almanack Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $526K in Q4 2024.
1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.