BlueChip Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

BlueChip Wealth 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 Q3	–	Sell	-4,856	Closed	-$254K	–	190
2025 Q2	$254K	Buy	4,856 +142	+3%	+$7.03K	0.11%	145
2025 Q1	$235K	Buy	+4,714	New	+$236K	0.12%	137

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BlueChip Wealth Advisors's XLF Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 4,856 shares — an estimated $254K sold.

BlueChip Wealth Advisors first reported a position in XLF in Q1 2025 and held it in 2 quarters. The position peaked at $254K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

BlueChip Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 4,856 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $254K.
BlueChip Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
BlueChip Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $254K in Q2 2025.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.