Annex Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Annex Advisory Services's XLF Position: Q1 2025 in Review
Annex Advisory Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 2,559 shares — an estimated $124K sold.
Annex Advisory Services first reported a position in XLF in Q2 2013 and held it in 27 quarters. The position peaked at $58.1M in Q4 2019. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.
- Annex Advisory Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
- Annex Advisory Services sold 2,559 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $124K.
- Annex Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 27 quarters.
- Annex Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $58.1M in Q4 2019.
- 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.
Based on Annex Advisory Services's 13F filing for Q1 2025, filed 11 Apr 2025.