Briaud Financial Planning’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Briaud Financial Planning’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	-1,490	Closed	-$78K	–	348
2025 Q2	$78K	Hold	1,490	–	–	0.03%	79
2025 Q1	$74K	Sell	1,490 -500	-25%	-$25.1K	0.03%	70
2024 Q4	$96K	Buy	1,990 +1,007	+102%	+$48.7K	0.04%	49
2024 Q3	$44K	Hold	983	–	–	0.02%	66
2024 Q2	$40K	Hold	983	–	–	0.02%	64
2024 Q1	$42K	Buy	+983	New	+$38.8K	0.02%	59
2023 Q4	–	Sell	-983	Closed	-$32K	–	170
2023 Q3	$32K	Buy	+983	New	+$33.9K	0.03%	70

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

Briaud Financial Planning's XLF Position: Q3 2025 in Review

Briaud Financial Planning sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 1,490 shares — an estimated $78K sold.

Briaud Financial Planning first reported a position in XLF in Q3 2023 and held it in 7 quarters. The position peaked at $96K in Q4 2024. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Briaud Financial Planning reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 1,490 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $78K.
Briaud Financial Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's State Street Financial Select Sector SPDR ETF position peaked at $96K in Q4 2024.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.