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

Bristlecone 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 Q3	$279K	Hold	5,178	–	–	0.02%	209
2025 Q2	$271K	Sell	5,178 -5,437	-51%	-$269K	0.02%	195
2025 Q1	$529K	Sell	10,615 -500	-4%	-$25.1K	0.04%	193
2024 Q4	$537K	Hold	11,115	–	–	0.04%	189
2024 Q3	$504K	Sell	11,115 -500	-4%	-$21.8K	0.04%	184
2024 Q2	$477K	Sell	11,615 -400	-3%	-$16.5K	0.04%	188
2024 Q1	$506K	Buy	12,015 +1,000	+9%	+$39.5K	0.04%	185
2023 Q4	$414K	Hold	11,015	–	–	0.04%	193
2023 Q3	$365K	Hold	11,015	–	–	0.04%	191
2023 Q2	$371K	Sell	11,015 -400	-4%	-$13.1K	0.04%	199
2023 Q1	$367K	Sell	11,415 -1,985	-15%	-$69K	0.04%	197
2022 Q4	$458K	Buy	13,400 +5,285	+65%	+$179K	0.06%	178
2022 Q3	$246K	Hold	8,115	–	–	0.03%	218
2022 Q2	$255K	Hold	8,115	–	–	0.03%	212
2022 Q1	$311K	Hold	8,115	–	–	0.04%	195
2021 Q4	$317K	Hold	8,115	–	–	0.04%	186
2021 Q3	$305K	Hold	8,115	–	–	0.04%	180
2021 Q2	$298K	Buy	8,115 +428	+6%	+$15.7K	0.04%	183
2021 Q1	$262K	Hold	7,687	–	–	0.04%	188
2020 Q4	$227K	Buy	7,687 +2,316	+43%	+$62K	0.04%	187
2020 Q3	$129K	Buy	+5,371	New	+$131K	0.02%	185
2017 Q4	–	Sell	-2,250	Closed	-$58K	–	263
2017 Q3	$58K	Buy	+2,250	New	+$56.1K	0.02%	190

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

Bristlecone Advisors's XLF Position: Q3 2025 in Review

Bristlecone Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2025 at 5,178 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #209.

Bristlecone Advisors first reported a position in XLF in Q3 2017 and has held it in 22 quarters since. The position peaked at $537K in Q4 2024. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Bristlecone Advisors held 5,178 shares of State Street Financial Select Sector SPDR ETF worth $279K as of Q3 2025.
Bristlecone Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Financial Select Sector SPDR ETF made up 0.02% of Bristlecone Advisors's portfolio in Q3 2025, its #209 holding.
Bristlecone Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and has held it in 22 quarters since.
Bristlecone Advisors's State Street Financial Select Sector SPDR ETF position peaked at $537K 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 Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.