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

Brendel Financial 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 Q2	–	Sell	-14,407	Closed	-$718K	–	113
2025 Q1	$718K	Sell	14,407 -1,006	-7%	-$50.5K	0.44%	54
2024 Q4	$745K	Sell	15,413 -1,730	-10%	-$83.7K	0.45%	52
2024 Q3	$777K	Buy	+17,143	New	+$748K	0.44%	51
2023 Q2	–	Sell	-21,428	Closed	-$689K	–	94
2023 Q1	$689K	Buy	21,428 +1,401	+7%	+$48.7K	0.51%	49
2022 Q4	$685K	Buy	+20,027	New	+$677K	1.37%	23

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 $424B AUM 22.94% 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

Brendel Financial Advisors's XLF Position: Q2 2025 in Review

Brendel Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 14,407 shares — an estimated $718K sold.

Brendel Financial Advisors first reported a position in XLF in Q4 2022 and held it in 5 quarters. The position peaked at $777K in Q3 2024. 1,803 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Brendel Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Brendel Financial Advisors sold 14,407 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $718K.
Brendel Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
Brendel Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $777K in Q3 2024.
1,803 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Brendel Financial Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.