Bell Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bell Investment Advisors’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	-748	Closed	-$37.3K	–	1985
2025 Q1	$37.3K	Hold	748	–	–	0.01%	265
2024 Q4	$36.2K	Hold	748	–	–	0.01%	267
2024 Q3	$33.9K	Hold	748	–	–	0.01%	288
2024 Q2	$30.8K	Hold	748	–	–	0.01%	288
2024 Q1	$31.5K	Hold	748	–	–	0.01%	288
2023 Q4	$28.1K	Hold	748	–	–	0.01%	275
2023 Q3	$24.8K	Hold	748	–	–	0.01%	270
2023 Q2	$25.2K	Buy	+748	New	+$24.4K	0.01%	263

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

Bell Investment Advisors's XLF Position: Q2 2025 in Review

Bell Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 748 shares — an estimated $37.3K sold.

Bell Investment Advisors first reported a position in XLF in Q2 2023 and held it in 8 quarters. The position peaked at $37.3K in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Bell Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Bell Investment Advisors sold 748 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $37.3K.
Bell Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and held it in 8 quarters.
Bell Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $37.3K in Q1 2025.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.