Brass Tax Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Brass Tax Wealth Management's XLF Position: Q3 2025 in Review
Brass Tax Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.3% in Q3 2025, selling an estimated $88.3K and leaving 16,208 shares worth $873K. The position accounts for 0.15% of the portfolio, ranked #69.
Brass Tax Wealth Management first reported a position in XLF in Q4 2024 and has held it in 4 quarters since. The position peaked at $936K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.
- Brass Tax Wealth Management held 16,208 shares of State Street Financial Select Sector SPDR ETF worth $873K as of Q3 2025.
- Brass Tax Wealth Management sold 1,667 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $88.3K.
- State Street Financial Select Sector SPDR ETF made up 0.15% of Brass Tax Wealth Management's portfolio in Q3 2025, its #69 holding.
- Brass Tax Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
- Brass Tax Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $936K 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 Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.