AF
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Apexium Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Apexium Financial’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 		$2.79M Buy
51,803
+285
+0.6% +$15.1K 0.14% 75
2025
Q2 		$2.7M Buy
51,518
+624
+1% +$30.9K 0.14% 73
2025
Q1 		$2.54M Buy
50,894
+5,749
+13% +$288K 0.15% 69
2024
Q4 		$2.18M Buy
45,145
+655
+1% +$31.7K 0.13% 72
2024
Q3 		$2.02M Buy
44,490
+736
+2% +$32.1K 0.13% 68
2024
Q2 		$1.8M Buy
43,754
+407
+0.9% +$16.8K 0.13% 66
2024
Q1 		$1.83M Buy
43,347
+826
+2% +$32.6K 0.14% 68
2023
Q4 		$1.6M Sell
42,521
-2,007
-5% -$69.5K 0.11% 87
2023
Q3 		$1.48M Buy
44,528
+1,587
+4% +$54.7K 0.15% 68
2023
Q2 		$1.45M Sell
42,941
-1,764
-4% -$57.6K 0.13% 70
2023
Q1 		$1.44M Buy
44,705
+415
+0.9% +$14.4K 0.14% 67
2022
Q4 		$1.51M Sell
44,290
-3,410
-7% -$115K 0.16% 64
2022
Q3 		$1.45M Buy
47,700
+31,705
+198% +$1.05M 0.18% 62
2022
Q2 		$503K Buy
15,995
+1,570
+11% +$54.3K 0.29% 54
2022
Q1 		$557K Buy
14,425
+284
+2% +$11.1K 0.29% 47
2021
Q4 		$552K Sell
14,141
-87
-0.6% -$3.42K 0.28% 48
2021
Q3 		$534K Buy
14,228
+362
+3% +$13.5K 0.31% 47
2021
Q2 		$509K Hold
13,866
– – 0.32% 43
2021
Q1 		$472K Hold
13,866
– – 0.35% 46
2020
Q4 		$409K Sell
13,866
-1,080
-7% -$28.9K 0.32% 47
2020
Q3 		$360K Hold
14,946
– – 0.29% 48
2020
Q2 		$346K Buy
+14,946
New +$339K 0.31% 48
2020
Q1 		– Sell
-7,387
Closed -$227K – 87
2019
Q4 		$227K Buy
+7,387
New +$217K 0.29% 61

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apexium Financial's XLF Position: Q3 2025 in Review

Apexium Financial increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.55% in Q3 2025, buying an estimated $15.1K and bringing the position to 51,803 shares worth $2.79M. The position accounts for 0.14% of the portfolio, ranked #75.

Apexium Financial first reported a position in XLF in Q4 2019 and has held it in 23 quarters since. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Apexium Financial held 51,803 shares of State Street Financial Select Sector SPDR ETF worth $2.79M as of Q3 2025.
  • Apexium Financial bought 285 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $15.1K.
  • State Street Financial Select Sector SPDR ETF made up 0.14% of Apexium Financial's portfolio in Q3 2025, its #75 holding.
  • Apexium Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.