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BlueStem Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

BlueStem Wealth Partners’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
-137,553
Closed -$7.41M – 137
2025
Q3 		$7.41M Buy
137,553
+2,211
+2% +$117K 0.85% 24
2025
Q2 		$7.09M Buy
135,342
+5,435
+4% +$269K 0.87% 22
2025
Q1 		$6.47M Buy
+129,907
New +$6.52M 0.88% 20

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BlueStem Wealth Partners's XLF Position: Q4 2025 in Review

BlueStem Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 137,553 shares — an estimated $7.41M sold.

BlueStem Wealth Partners first reported a position in XLF in Q1 2025 and held it in 3 quarters. The position peaked at $7.41M in Q3 2025. 1,959 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • BlueStem Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • BlueStem Wealth Partners sold 137,553 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $7.41M.
  • BlueStem Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
  • BlueStem Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $7.41M in Q3 2025.
  • 1,959 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on BlueStem Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.