Alpha Cubed Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Alpha Cubed Investments’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 Q4	$212K	Buy	3,872 +151	+4%	+$8.05K	0.01%	273
2025 Q3	$200K	Buy	+3,721	New	+$197K	0.01%	286
2025 Q2	–	Sell	-6,088	Closed	-$303K	–	327
2025 Q1	$303K	Buy	6,088 +34	+0.6%	+$1.71K	0.01%	223
2024 Q4	$293K	Buy	6,054 +820	+16%	+$39.6K	0.01%	203
2024 Q3	$237K	Buy	+5,234	New	+$228K	0.01%	230
2024 Q2	–	Sell	-12,762	Closed	-$538K	–	316
2024 Q1	$538K	Sell	12,762 -6,937	-35%	-$274K	0.03%	143
2023 Q4	$741K	Buy	19,699 +12,897	+190%	+$446K	0.04%	132
2023 Q3	$226K	Buy	6,802 +287	+4%	+$9.89K	0.02%	226
2023 Q2	$220K	Sell	6,515 -412	-6%	-$13.4K	0.01%	227
2023 Q1	$223K	Sell	6,927 -14,663	-68%	-$510K	0.02%	238
2022 Q4	$738K	Buy	21,590 +2,345	+12%	+$79.3K	0.06%	136
2022 Q3	$584K	Sell	19,245 -2,381	-11%	-$78.7K	0.05%	135
2022 Q2	$680K	Buy	21,626 +12,329	+133%	+$426K	0.05%	143
2022 Q1	$356K	Buy	+9,297	New	+$363K	0.02%	233
2021 Q3	–	Sell	-6,127	Closed	-$225K	–	287
2021 Q2	$225K	Buy	+6,127	New	+$224K	0.02%	238
2021 Q1	–	Sell	-28,445	Closed	-$839K	–	283
2020 Q4	$839K	Buy	+28,445	New	+$761K	0.07%	118
2020 Q1	–	Sell	-175,089	Closed	-$5.39M	–	266
2019 Q4	$5.39M	Sell	175,089 -11,426	-6%	-$335K	0.55%	50
2019 Q3	$5.22M	Sell	186,515 -14,997	-7%	-$414K	0.61%	42
2019 Q2	$5.56M	Buy	201,512 +2,967	+1%	+$80.4K	0.64%	46
2019 Q1	$5.11M	Buy	198,545 +26,951	+16%	+$696K	0.62%	49
2018 Q4	$4.09M	Buy	171,594 +58,777	+52%	+$1.53M	0.61%	44
2018 Q3	$3.01M	Buy	112,817 +103,789	+1,150%	+$2.9M	0.35%	60
2018 Q2	$240K	Sell	9,028 -70	-0.8%	-$1.93K	0.03%	199
2018 Q1	$251K	Buy	9,098 +447	+5%	+$12.9K	0.03%	190
2017 Q4	$241K	Sell	8,651 -1,349	-13%	-$36.3K	0.03%	207
2017 Q3	$259K	Buy	+10,000	New	+$250K	0.04%	182

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Alpha Cubed Investments's XLF Position: Q4 2025 in Review

Alpha Cubed Investments increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.1% in Q4 2025, buying an estimated $8.05K and bringing the position to 3,872 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #273.

Alpha Cubed Investments first reported a position in XLF in Q3 2017 and has held it in 26 quarters since. The position peaked at $5.56M in Q2 2019. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Alpha Cubed Investments held 3,872 shares of State Street Financial Select Sector SPDR ETF worth $212K as of Q4 2025.
Alpha Cubed Investments bought 151 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $8.05K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #273 holding.
Alpha Cubed Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and has held it in 26 quarters since.
Alpha Cubed Investments's State Street Financial Select Sector SPDR ETF position peaked at $5.56M in Q2 2019.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.