B&D White Capital Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

B&D White Capital Company’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 Q1	–	Sell	-60,134	Closed	-$2.91M	–	78
2024 Q4	$2.91M	Buy	60,134 +19,717	+49%	+$953K	0.49%	23
2024 Q3	$1.83M	Buy	+40,417	New	+$1.76M	0.32%	34
2023 Q2	–	Sell	-88,202	Closed	-$2.84M	–	73
2023 Q1	$2.84M	Buy	88,202 +998	+1%	+$34.7K	0.96%	20
2022 Q4	$2.98M	Buy	87,204 +9,324	+12%	+$315K	0.75%	26
2022 Q3	$2.36M	Buy	77,880 +1,428	+2%	+$47.2K	0.88%	20
2022 Q2	$2.4M	Sell	76,452 -44,524	-37%	-$1.54M	1.02%	20
2022 Q1	$4.63M	Buy	120,976 +113,335	+1,483%	+$4.43M	1.48%	11
2021 Q4	$298K	Buy	+7,641	New	+$300K	0.1%	49

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

B&D White Capital Company's XLF Position: Q1 2025 in Review

B&D White Capital Company sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 60,134 shares — an estimated $2.91M sold.

B&D White Capital Company first reported a position in XLF in Q4 2021 and held it in 8 quarters. The position peaked at $4.63M in Q1 2022. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

B&D White Capital Company reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
B&D White Capital Company sold 60,134 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $2.91M.
B&D White Capital Company first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 8 quarters.
B&D White Capital Company's State Street Financial Select Sector SPDR ETF position peaked at $4.63M in Q1 2022.
1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on B&D White Capital Company's 13F filing for Q1 2025, filed 14 May 2025.