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

BlueSky 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 Q4	–	Sell	-5,139	Closed	-$277K	–	80
2025 Q3	$277K	Buy	+5,139	New	+$272K	0.04%	72
2025 Q2	–	Sell	-5,793	Closed	-$289K	–	76
2025 Q1	$289K	Hold	5,793	–	–	0.04%	64
2024 Q4	$280K	Hold	5,793	–	–	0.04%	65
2024 Q3	$263K	Hold	5,793	–	–	0.04%	67
2024 Q2	$238K	Buy	+5,793	New	+$238K	0.04%	70
2024 Q1	–	Sell	-5,793	Closed	-$218K	–	69
2023 Q4	$218K	Sell	5,793 -4,396	-43%	-$152K	0.04%	67
2023 Q3	$338K	Hold	10,189	–	–	0.07%	57
2023 Q2	$343K	Hold	10,189	–	–	0.07%	57
2023 Q1	$328K	Hold	10,189	–	–	0.07%	54
2022 Q4	$348K	Hold	10,189	–	–	0.08%	52
2022 Q3	$309K	Hold	10,189	–	–	0.07%	53
2022 Q2	$320K	Hold	10,189	–	–	0.07%	55
2022 Q1	$390K	Hold	10,189	–	–	0.08%	53
2021 Q4	$398K	Hold	10,189	–	–	0.07%	50
2021 Q3	$382K	Sell	10,189 -179	-2%	-$6.7K	0.07%	48
2021 Q2	$381K	Buy	10,368 +3,008	+41%	+$110K	0.07%	49
2021 Q1	$260K	Buy	+7,360	New	+$236K	0.06%	53

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BlueSky Wealth Advisors's XLF Position: Q4 2025 in Review

BlueSky Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 5,139 shares — an estimated $277K sold.

BlueSky Wealth Advisors first reported a position in XLF in Q1 2021 and held it in 17 quarters. The position peaked at $398K in Q4 2021. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

BlueSky Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
BlueSky Wealth Advisors sold 5,139 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $277K.
BlueSky Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 17 quarters.
BlueSky Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $398K in Q4 2021.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on BlueSky Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.