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Ball & Co Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ball & Co Wealth Management’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
-1,301
Closed -$70K – 91
2025
Q3 		$70K Buy
+1,301
New +$68.9K 0.05% 40
2025
Q1 		– Sell
-6,020
Closed -$290K – 75
2024
Q4 		$290K Buy
+6,020
New +$291K 0.23% 15

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ball & Co Wealth Management's XLF Position: Q4 2025 in Review

Ball & Co Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 1,301 shares — an estimated $70K sold.

Ball & Co Wealth Management first reported a position in XLF in Q4 2024 and held it in 2 quarters. The position peaked at $290K in Q4 2024. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • Ball & Co Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Ball & Co Wealth Management sold 1,301 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $70K.
  • Ball & Co Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • Ball & Co Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $290K in Q4 2024.
  • 1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Ball & Co Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.