Aveo Capital Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Aveo Capital Partners’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 Q2	–	Sell	-20,489	Closed	-$1.01M	–	169
2025 Q1	$1.01M	Buy	20,489 +10,090	+97%	+$506K	0.17%	79
2024 Q4	$503K	Buy	+10,399	New	+$503K	0.06%	206
2023 Q4	–	Sell	-16,744	Closed	-$555K	–	373
2023 Q3	$555K	Sell	16,744 -2,335	-12%	-$80.5K	0.07%	185
2023 Q2	$643K	Sell	19,079 -5,105	-21%	-$167K	0.08%	171
2023 Q1	$778K	Sell	24,184 -6,953	-22%	-$242K	0.1%	140
2022 Q4	$1.06M	Sell	31,137 -26,441	-46%	-$894K	0.16%	107
2022 Q3	$1.75M	Sell	57,578 -4,601	-7%	-$152K	0.3%	73
2022 Q2	$1.96M	Sell	62,179 -60,892	-49%	-$2.1M	0.32%	77
2022 Q1	$4.72M	Buy	123,071 +13,774	+13%	+$538K	0.83%	28
2021 Q4	$4.27M	Buy	109,297 +12,684	+13%	+$499K	0.77%	38
2021 Q3	$3.63M	Buy	96,613 +3,670	+4%	+$137K	0.76%	39
2021 Q2	$3.41M	Buy	92,943 +5,951	+7%	+$218K	0.75%	44
2021 Q1	$2.96M	Buy	86,992 +51,869	+148%	+$1.67M	0.75%	40
2020 Q4	$1.03M	Buy	35,123 +12,133	+53%	+$325K	1.6%	18
2020 Q3	$553K	Buy	22,990 +3,360	+17%	+$81.7K	0.2%	100
2020 Q2	$454K	Buy	+19,630	New	+$446K	0.91%	31
2020 Q1	–	Sell	-6,895	Closed	-$212K	–	204
2019 Q4	$212K	Buy	+6,895	New	+$202K	0.08%	173

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aveo Capital Partners's XLF Position: Q2 2025 in Review

Aveo Capital Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 20,489 shares — an estimated $1.01M sold.

Aveo Capital Partners first reported a position in XLF in Q4 2019 and held it in 17 quarters. The position peaked at $4.72M in Q1 2022. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Aveo Capital Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 20,489 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $1.01M.
Aveo Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 17 quarters.
Aveo Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $4.72M in Q1 2022.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.