Amplius Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Amplius Wealth Advisors’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	-9,723	Closed	-$509K	–	207
2025 Q2	$509K	Hold	9,723	–	–	0.05%	116
2025 Q1	$484K	Hold	9,723	–	–	0.05%	112
2024 Q4	$470K	Hold	9,723	–	–	0.05%	111
2024 Q3	$441K	Hold	9,723	–	–	0.05%	106
2024 Q2	$400K	Sell	9,723 -500	-5%	-$20.6K	0.04%	107
2024 Q1	$431K	Sell	10,223 -1,499	-13%	-$59.2K	0.05%	106
2023 Q4	$441K	Sell	11,722 -841	-7%	-$29.1K	0.05%	104
2023 Q3	$417K	Hold	12,563	–	–	0.06%	104
2023 Q2	$423K	Sell	12,563 -26,571	-68%	-$867K	0.06%	106
2023 Q1	$1.26M	Sell	39,134 -93	-0.2%	-$3.23K	0.18%	61
2022 Q4	$1.34M	Buy	39,227 +22,536	+135%	+$762K	0.21%	57
2022 Q3	$507K	Buy	16,691 +1,795	+12%	+$59.3K	0.09%	83
2022 Q2	$468K	Sell	14,896 -20,236	-58%	-$699K	0.08%	93
2022 Q1	$1.35M	Sell	35,132 -2,867	-8%	-$112K	0.21%	55
2021 Q4	$1.48M	Buy	+37,999	New	+$1.49M	0.2%	53

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

Amplius Wealth Advisors's XLF Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 9,723 shares — an estimated $509K sold.

Amplius Wealth Advisors first reported a position in XLF in Q4 2021 and held it in 15 quarters. The position peaked at $1.48M in Q4 2021. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Amplius Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Amplius Wealth Advisors sold 9,723 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $509K.
Amplius Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 15 quarters.
Amplius Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.48M in Q4 2021.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.