American Capital Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-198
Closed -$9.57K 849
2024
Q4
$9.57K Hold
198
0.01% 304
2024
Q3
$8.97K Hold
198
0.01% 302
2024
Q2
$7.45K Sell
198
-136
-41% -$5.6K 0.01% 281
2024
Q1
$10.7K Buy
334
+136
+69% +$5.37K 0.01% 243
2023
Q4
$7.45K Buy
+198
New +$6.86K 0.01% 281

Other funds holding XLF

American Capital Advisory's XLF Position: Q1 2025 in Review

American Capital Advisory sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 198 shares — an estimated $9.57K sold.

American Capital Advisory first reported a position in XLF in Q4 2023 and held it in 5 quarters. The position peaked at $10.7K in Q1 2024. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • American Capital Advisory reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • American Capital Advisory sold 198 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $9.57K.
  • American Capital Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
  • American Capital Advisory's State Street Financial Select Sector SPDR ETF position peaked at $10.7K in Q1 2024.
  • 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on American Capital Advisory's 13F filing for Q1 2025, filed 28 Apr 2025.