Birinyi Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Birinyi Associates’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	-38,460	Closed	-$1.92M	–	57
2025 Q1	$1.92M	Buy	38,460 +2,375	+7%	+$119K	0.62%	23
2024 Q4	$1.74M	Buy	36,085 +150	+0.4%	+$7.25K	0.48%	26
2024 Q3	$1.63M	Sell	35,935 -10,675	-23%	-$466K	0.47%	29
2024 Q2	$1.92M	Buy	46,610 +450	+1%	+$18.5K	0.57%	26
2024 Q1	$1.94M	Buy	+46,160	New	+$1.82M	0.63%	25
2016 Q4	–	Sell	-11,460	Closed	-$221K	–	95
2016 Q3	$221K	Sell	11,460 -1,595	-12%	-$32.9K	0.12%	81
2016 Q2	$262K	Buy	+13,055	New	+$264K	0.11%	73
2015 Q4	–	Sell	-14,718	Closed	-$293K	–	87
2015 Q3	$293K	Buy	+14,718	New	+$312K	0.13%	80

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

Birinyi Associates's XLF Position: Q2 2025 in Review

Birinyi Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 38,460 shares — an estimated $1.92M sold.

Birinyi Associates first reported a position in XLF in Q3 2015 and held it in 8 quarters. The position peaked at $1.94M in Q1 2024. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Birinyi Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Birinyi Associates sold 38,460 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $1.92M.
Birinyi Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and held it in 8 quarters.
Birinyi Associates's State Street Financial Select Sector SPDR ETF position peaked at $1.94M in Q1 2024.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Birinyi Associates's 13F filing for Q2 2025, filed 23 Jul 2025.