ASB Consultores’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

ASB Consultores’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	–	Sell	-5,415	Closed	-$292K	–	33
2025 Q3	$292K	Sell	5,415 -54,326	-91%	-$2.88M	1.28%	15
2025 Q2	$3.13M	Sell	59,741 -47,333	-44%	-$2.34M	2.09%	9
2025 Q1	$5.33M	Sell	107,074 -4,286	-4%	-$215K	3.47%	5
2024 Q4	$5.38M	Buy	111,360 +135	+0.1%	+$6.53K	2.24%	4
2024 Q3	$5.04M	Buy	111,225 +1,632	+1%	+$71.2K	1.99%	6
2024 Q2	$4.51M	Buy	109,593 +92	+0.1%	+$3.79K	1.62%	8
2024 Q1	$4.61M	Sell	109,501 -3	-0%	-$118	1.19%	12
2023 Q4	$4.12M	Buy	109,504 +2,271	+2%	+$78.6K	1.37%	14
2023 Q3	$3.56M	Buy	107,233 +46,014	+75%	+$1.59M	1.4%	17
2023 Q2	$2.06M	Sell	61,219 -45,533	-43%	-$1.49M	1%	17
2023 Q1	$3.43M	Sell	106,752 -59,097	-36%	-$2.05M	1.38%	17
2022 Q4	$5.67M	Buy	165,849 +59	+0%	+$2K	2.34%	9
2022 Q3	$5.03M	Sell	165,790 -307	-0.2%	-$10.1K	2.37%	9
2022 Q2	$5.22M	Buy	166,097 +5,079	+3%	+$176K	2.27%	11
2022 Q1	$6.17M	Buy	161,018 +8,075	+5%	+$316K	2.6%	9
2021 Q4	$5.97M	Buy	+152,943	New	+$6.01M	2.95%	7

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

ASB Consultores's XLF Position: Q4 2025 in Review

ASB Consultores sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 5,415 shares — an estimated $292K sold.

ASB Consultores first reported a position in XLF in Q4 2021 and held it in 16 quarters. The position peaked at $6.17M in Q1 2022. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

ASB Consultores reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
ASB Consultores sold 5,415 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $292K.
ASB Consultores first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 16 quarters.
ASB Consultores's State Street Financial Select Sector SPDR ETF position peaked at $6.17M in Q1 2022.
1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on ASB Consultores's 13F filing for Q4 2025, filed 30 Jan 2026.