Carolinas Wealth Consulting’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Carolinas Wealth Consulting’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	-6,090	Closed	-$303K	–	977
2025 Q1	$303K	Buy	6,090 +2,016	+49%	+$101K	0.07%	142
2024 Q4	$197K	Buy	4,074 +400	+11%	+$19.3K	0.04%	183
2024 Q3	$167K	Buy	3,674 +374	+11%	+$16.3K	0.03%	201
2024 Q2	$136K	Buy	3,300 +67	+2%	+$2.76K	0.03%	216
2024 Q1	$136K	Buy	+3,233	New	+$128K	0.03%	224
2022 Q2	–	Sell	-1,996	Closed	-$76K	–	959
2022 Q1	$76K	Buy	1,996 +8	+0.4%	+$313	0.02%	287
2021 Q4	$78K	Sell	1,988 -411	-17%	-$16.2K	0.02%	299
2021 Q3	$90K	Buy	2,399 +1,979	+471%	+$74K	0.02%	256
2021 Q2	$15K	Hold	420	–	–	﹤0.01%	557
2021 Q1	$14K	Sell	420 -226	-35%	-$7.26K	﹤0.01%	583
2020 Q4	$19K	Buy	646 +1	+0.2%	+$27	0.01%	491
2020 Q3	$16K	Sell	645 -7,439	-92%	-$181K	0.01%	421
2020 Q2	$187K	Buy	8,084 +272	+3%	+$6.18K	0.07%	109
2020 Q1	$163K	Sell	7,812 -2,562	-25%	-$70.5K	0.09%	103
2019 Q4	$318K	Buy	+10,374	New	+$304K	0.33%	46

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

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

Carolinas Wealth Consulting's XLF Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 6,090 shares — an estimated $303K sold.

Carolinas Wealth Consulting first reported a position in XLF in Q4 2019 and held it in 15 quarters. The position peaked at $318K in Q4 2019. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 6,090 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $303K.
Carolinas Wealth Consulting first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 15 quarters.
Carolinas Wealth Consulting's State Street Financial Select Sector SPDR ETF position peaked at $318K in Q4 2019.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.